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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Alesco Advisors
New York
$526K – – –
RT
402
Rockland Trust
Massachusetts
$523K -$39.8K -361 -7%
Cerity Partners
403
Cerity Partners
New York
$521K -$465K -4,221 -46%
SF
404
Summit Financial
New Jersey
$520K -$3.64K -33 -0.7%
LWM
405
LJI Wealth Management
Indiana
$520K – – –
PFM
406
Phillips Financial Management
Indiana
$517K – – –
RMDI
407
R.M. Davis Inc
Maine
$512K -$49.6K -450 -8%
BCM
408
Brookstone Capital Management
Illinois
$509K -$44.6K -405 -7%
MTIC
409
Missouri Trust & Investment Company
Missouri
$499K – – –
MMG
410
Monetary Management Group
Missouri
$496K – – –
CGPCS
411
Capital Group Private Client Services
California
$492K -$7.16K -65 -1%
CG
412
Colony Group
Massachusetts
$491K +$18.3K +166 +4%
DC
413
Davenport & Co
Virginia
$489K +$54.4K +494 +12%
Neuberger Berman Group
414
Neuberger Berman Group
New York
$485K -$58.1K -527 -10%
TWP
415
Total Wealth Planning
Ohio
$484K -$29.4K -267 -5%
EW
416
Evoke Wealth
California
$484K – – –
SHWM
417
Smith & Howard Wealth Management
Georgia
$482K +$173K +1,574 +52%
DWA
418
Douglass Winthrop Advisors
New York
$470K -$55.1K -500 -10%
B
419
Bensler
Washington
$465K -$11K -100 -2%
PB
420
Pinnacle Bancorp
Nebraska
$460K -$16K -145 -3%
CWM
421
Cahaba Wealth Management
Georgia
$459K -$27K -245 -5%
MCM
422
Manchester Capital Management
Vermont
$457K – – –
BSW
423
Buckingham Strategic Wealth
Missouri
$456K -$44.3K -402 -8%
IGWM
424
ICA Group Wealth Management
Colorado
$454K – – –
RTL
425
Red Tortoise LLC
Georgia
$454K – – –