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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
401
KCM Investment Advisors
California
$213K – – –
EWM
402
Evercore Wealth Management
New York
$213K +$7.18K +81 +4%
OC
403
Oarsman Capital
Wisconsin
$209K – – –
TFGT
404
TS Financial Group (TSFG)
Illinois
$208K +$443 +5 +0.2%
ACI
405
Alpha Cubed Investments
California
$207K -$11.3K -127 -5%
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$207K +$147K +1,664 +259%
AA
407
Ancora Advisors
Ohio
$206K -$15.8K -178 -7%
FFG
408
Ford Financial Group
California
$203K -$360K -4,068 -64%
PPP
409
Private Portfolio Partners
New Jersey
$203K +$177 +2 +0.1%
CGA
410
Crescent Grove Advisors
Illinois
$202K – – –
PFBT
411
Parkside Financial Bank & Trust
Missouri
$198K -$4.08K -46 -2%
FCB
412
First Command Bank
Texas
$198K -$1.77K -20 -0.9%
FCFS
413
First Command Financial Services
Texas
$198K -$1.77K -20 -0.9%
ACA
414
Aptus Capital Advisors
Alabama
$195K +$193K +2,174 New
CDIA
415
Capital Directions Investment Advisors
Georgia
$191K -$35.7K -403 -16%
S
416
SignatureFD
Georgia
$191K +$82.5K +931 +78%
PA
417
Parallel Advisors
California
$188K +$22.9K +259 +14%
UBS AM
418
UBS AM
Illinois
$166K – – –
BFC
419
Bedel Financial Consulting
Indiana
$155K – – –
GWS
420
Glassman Wealth Services
Virginia
$139K – – –
PFO
421
Pathstone Family Office
New Jersey
$135K -$5.67K -64 -4%
ST
422
Smithfield Trust
Pennsylvania
$126K – – –
FA
423
Fortis Advisors
Pennsylvania
$120K – – –
SRC
424
Shufro Rose & Co
New York
$114K +$112K +1,267 New
PB
425
Pinnacle Bancorp
Nebraska
$109K +$12.3K +139 +13%