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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
401
Bragg Financial Advisors
North Carolina
$361K +$344K +3,300 New
CAAS
402
Capital Asset Advisory Services
Michigan
$358K +$26.4K +253 +8%
ONB
403
Old National Bancorp
Indiana
$356K +$339K +3,255 New
EAM
404
Evanson Asset Management
California
$355K -$11.4K -109 -3%
AFC
405
AFT Forsyth & Company
Florida
$351K – – –
BSW
406
Buckingham Strategic Wealth
Missouri
$350K +$43.6K +419 +15%
LBC
407
Lowe Brockenbrough & Co
Virginia
$341K +$325K +3,118 New
HTC
408
Haverford Trust Company
Pennsylvania
$339K -$69.6K -668 -18%
IA
409
IFG Advisory
Georgia
$339K -$7.29K -70 -2%
CFB
410
Cullen/Frost Bankers
Texas
$338K – – –
SHWM
411
Smith & Howard Wealth Management
Georgia
$338K – – –
DWA
412
Dougherty Wealth Advisers
Minnesota
$337K – – –
BCM
413
BTC Capital Management
Iowa
$336K – – –
MWM
414
Mission Wealth Management
California
$333K -$5.1K -49 -2%
QCM
415
Quest Capital Management
Texas
$333K – – –
CAG
416
Csenge Advisory Group
Florida
$329K -$152K -1,463 -33%
PAI
417
Pittenger & Anderson Inc
Nebraska
$328K – – –
FLI
418
Family Legacy Inc
South Carolina
$325K -$241K -2,317 -44%
IA
419
Insight Advisors
Pennsylvania
$325K – – –
Lazard Asset Management
420
Lazard Asset Management
New York
$325K – – –
FCM
421
Firestone Capital Management
Florida
$324K -$125K -1,200 -29%
FA
422
FDx Advisors
Illinois
$323K -$15.3K -147 -5%
VA
423
Valmark Advisers
Ohio
$323K -$6.77K -65 -2%
RBFC
424
Roman Butler Fullerton & Co
Missouri
$320K -$8.33K -80 -3%
RIS
425
Retirement Income Solutions
Michigan
$318K – – –