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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
401
Douglass Winthrop Advisors
New York
$549K
SF
402
Summit Financial
New Jersey
$548K -$22.2K -211 -4%
LWM
403
LJI Wealth Management
Indiana
$547K +$14.7K +140 +3%
PFM
404
Phillips Financial Management
Indiana
$544K
TWP
405
Total Wealth Planning
Ohio
$539K -$10.4K -99 -2%
CAG
406
Csenge Advisory Group
Florida
$538K -$14.9K -141 -3%
CGPCS
407
Capital Group Private Client Services
California
$525K +$1.58K +15 +0.3%
MTIC
408
Missouri Trust & Investment Company
Missouri
$525K
BSW
409
Buckingham Strategic Wealth
Missouri
$524K -$49.8K -473 -9%
MMG
410
Monetary Management Group
Missouri
$522K
SI
411
Saxon Interests
Texas
$520K -$571K -5,424 -53%
CWM
412
Cahaba Wealth Management
Georgia
$511K -$17.8K -169 -4%
AFG
413
Allegheny Financial Group
Pennsylvania
$508K +$20.3K +193 +4%
EW
414
Evoke Wealth
California
$507K +$486K +4,612 New
MC
415
Mathes Company
New York
$505K +$484K +4,595 New
EWMCB
416
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$502K +$163K +1,544 +51%
B
417
Bensler
Washington
$501K +$105 +1 +0%
PB
418
Pinnacle Bancorp
Nebraska
$500K +$1.79K +17 +0.4%
CG
419
Colony Group
Massachusetts
$498K +$105 +1 +0%
ZF
420
Zhang Financial
Michigan
$497K
Wealthfront Advisers
421
Wealthfront Advisers
California
$496K -$134K -1,276 -22%
SWPG
422
Strategic Wealth Partners Group
Illinois
$496K +$16.3K +155 +4%
WTB
423
Washington Trust Bank
Washington
$495K -$410K -3,895 -46%
CIA
424
Capital Investment Advisors
Georgia
$493K -$15.3K -145 -3%
SWP
425
Summit Wealth Partners
Florida
$491K +$5.48K +52 +1%