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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
401
Buckingham Strategic Wealth
Missouri
$645K +$92.7K +787 +18%
EW
402
Evoke Wealth
California
$636K +$597K +5,073 New
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
$635K +$353 +3 +0.1%
VFPW
404
Vantage Financial Partners (Wisconsin)
Wisconsin
$635K +$54.4K +462 +10%
AA
405
Alesco Advisors
New York
$632K
AFG
406
Allegheny Financial Group
Pennsylvania
$625K -$285K -2,424 -33%
RMDI
407
R.M. Davis Inc
Maine
$615K
RT
408
Rockland Trust
Massachusetts
$613K
SF
409
Summit Financial
New Jersey
$613K +$15.2K +129 +3%
SIA
410
Schechter Investment Advisors
Michigan
$612K +$575K +4,885 New
SIG
411
Stonegate Investment Group
Alabama
$609K +$78.2K +664 +16%
LWM
412
LJI Wealth Management
Indiana
$602K -$20.4K -173 -3%
TWP
413
Total Wealth Planning
Ohio
$598K +$236 +2 +0%
MA
414
Montag & Associates
Georgia
$597K
PFM
415
Phillips Financial Management
Indiana
$596K -$23K -195 -4%
MTIC
416
Missouri Trust & Investment Company
Missouri
$596K -$2.71K -23 -0.5%
MMG
417
Monetary Management Group
Missouri
$595K
Neuberger Berman Group
418
Neuberger Berman Group
New York
$593K
CGPCS
419
Capital Group Private Client Services
California
$591K +$471 +4 +0.1%
SHWM
420
Smith & Howard Wealth Management
Georgia
$579K
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$576K -$69.6K -591 -11%
VA
422
Valmark Advisers
Ohio
$568K -$85K -722 -14%
SWP
423
Summit Wealth Partners
Florida
$568K +$55.8K +474 +12%
RIM
424
Rockbridge Investment Management
New York
$566K -$129K -1,096 -20%
CCAL
425
City Center Advisors LLC
Michigan
$566K +$532K +4,514 New