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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Prosperity Planning
Missouri
$889K -$1.63K -11 -0.2%
LW
402
Linscomb Wealth
Texas
$888K -$11.4K -77 -1%
WIA
403
World Investment Advisors
California
$884K -$89.5K -603 -9%
EW
404
Evoke Wealth
California
$875K +$4.6K +31 +0.5%
RWP
405
Revolve Wealth Partners
New Jersey
$867K -$297 -2 -0%
BCM
406
Brookstone Capital Management
Illinois
$867K -$22.7K -153 -3%
FTWA
407
Fifth Third Wealth Advisors
Ohio
$866K +$196K +1,319 +29%
KOC
408
Koss-Olinger Consulting
Florida
$865K -$302K -2,035 -26%
IWM
409
IHT Wealth Management
Illinois
$859K -$16.8K -113 -2%
CGA
410
Crescent Grove Advisors
Illinois
$847K – – –
BRWA
411
B. Riley Wealth Advisors
Florida
$842K -$21.8K -147 -2%
CIA
412
Concurrent Investment Advisors
Florida
$842K +$63.8K +430 +8%
WI
413
Wedgewood Investors
Pennsylvania
$831K -$21.4K -144 -2%
TRCT
414
Tower Research Capital (TRC)
New York
$828K +$843K +5,679 New
PCH
415
PGIM Custom Harvest
New Jersey
$818K – – –
DM
416
Diversified Management
Wisconsin
$816K +$404K +2,725 +95%
TPA
417
Trivium Point Advisory
Connecticut
$816K -$1.63K -11 -0.2%
RBC
418
Romano Brothers & Co
Illinois
$797K -$8.91K -60 -1%
BA
419
Ballew Advisors
Mississippi
$793K -$21.5K -145 -3%
GFP
420
Gryphon Financial Partners
Ohio
$792K – – –
SFPG
421
Stonebridge Financial Planning Group
Florida
$781K -$41.4K -279 -5%
RW
422
Regimen Wealth
Georgia
$780K +$2.38K +16 +0.3%
MMG
423
Monetary Management Group
Missouri
$780K – – –
KWA
424
Kingswood Wealth Advisors
California
$772K +$8.91K +60 +1%
SEI Investments
425
SEI Investments
Pennsylvania
$770K +$785K +5,286 New