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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
401
Dougherty Wealth Advisers
Minnesota
$299K – – –
BCM
402
BTC Capital Management
Iowa
$298K – – –
VFA
403
Valeo Financial Advisors
Indiana
$298K +$2.98K +33 +1%
QCM
404
Quest Capital Management
Texas
$295K +$6.4K +71 +2%
PA
405
Pinnacle Associates
New York
$294K +$14.4K +160 +6%
PFG
406
Pacific Financial Group
Washington
$293K -$10.8K -120 -4%
CAAS
407
Capital Asset Advisory Services
Michigan
$293K – – –
VA
408
Valmark Advisers
Ohio
$293K – – –
PAI
409
Pittenger & Anderson Inc
Nebraska
$291K – – –
Lazard Asset Management
410
Lazard Asset Management
New York
$288K – – –
T
411
TRUADVICE
Florida
$288K +$23.6K +262 +10%
MSFS
412
Main Street Financial Solutions
Pennsylvania
$286K +$266K +2,952 New
RBFC
413
Roman Butler Fullerton & Co
Missouri
$283K +$631 +7 +0.2%
RIS
414
Retirement Income Solutions
Michigan
$282K +$262K +2,905 New
SWA
415
Stratos Wealth Advisors
Ohio
$282K +$262K +2,911 New
WTB
416
Washington Trust Bank
Washington
$282K +$262K +2,911 New
VFA
417
Voya Financial Advisors
Connecticut
$281K +$1.44K +16 +0.6%
WANY
418
Wealthspire Advisors (New York)
New York
$277K +$258K +2,859 New
EAMA
419
EFG Asset Management (Americas)
Florida
$276K – – –
FCA
420
FinTrust Capital Advisors
South Carolina
$276K – – –
IA
421
Insight Advisors
Pennsylvania
$275K +$256K +2,837 New
NAM
422
NTV Asset Management
West Virginia
$274K -$40.6K -450 -14%
NWM
423
Northwest Wealth Management
Iowa
$274K – – –
Boston Partners
424
Boston Partners
Massachusetts
$274K +$255K +2,828 New
ABC
425
Associated Banc-Corp
Wisconsin
$270K +$207K +2,295 +471%