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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
401
Pacific Financial Group
Washington
$298K
AP
402
Appleton Partners
Massachusetts
$296K
PWM
403
Perigon Wealth Management
California
$296K +$1.1K +12 +0.4%
KFI
404
Key Financial Inc
Pennsylvania
$294K +$283K +3,101 New
9WM
405
9258 Wealth Management
Ohio
$294K +$284K +3,104 New
CFA
406
Carroll Financial Associates
North Carolina
$288K
PAI
407
Pittenger & Anderson Inc
Nebraska
$284K
QCM
408
Quest Capital Management
Texas
$283K -$17.4K -191 -6%
IC
409
IEQ Capital
California
$282K +$272K +2,976 New
HCIA
410
Hochman Cole Investment Advisors
Illinois
$273K
OBWP
411
O'Brien Wealth Partners
Massachusetts
$272K -$55.6K -609 -17%
MAFM
412
Mid Atlantic Financial Management
Pennsylvania
$271K -$448K -4,902 -63%
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$270K +$186K +2,039 +249%
DWA
414
Dougherty Wealth Advisers
Minnesota
$268K
NWM
415
Northwest Wealth Management
Iowa
$268K
GRP
416
Global Retirement Partners
California
$267K -$19.3K -211 -7%
VFA
417
Valeo Financial Advisors
Indiana
$267K +$17.5K +192 +7%
SYBT
418
Stock Yards Bank & Trust
Kentucky
$266K
LB
419
Landmark Bank
Missouri
$264K -$10.5K -115 -4%
Lido Advisors
420
Lido Advisors
California
$258K +$365 +4 +0.1%
LCM
421
Leisure Capital Management
California
$258K +$248K +2,720 New
SFP
422
Strategic Financial Partners
Oregon
$258K +$249K +2,727 New
1IA
423
1834 Investment Advisors
Wisconsin
$252K -$4.51M -49,392 -95%
BP
424
Ballentine Partners
Massachusetts
$251K
CCM
425
Colorado Capital Management
Colorado
$250K -$160K -1,751 -40%