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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
426
Dougherty Wealth Advisers
Minnesota
$349K – – –
BCM
427
BTC Capital Management
Iowa
$347K -$202K -1,745 -36%
BAM
428
Belpointe Asset Management
Nevada
$346K -$46K -397 -12%
QCM
429
Quest Capital Management
Texas
$345K – – –
BRWA
430
B. Riley Wealth Advisors
Florida
$344K +$54.9K +474 +18%
IA
431
IFG Advisory
Georgia
$343K – – –
FLI
432
Family Legacy Inc
South Carolina
$342K – – –
FCM
433
Firestone Capital Management
Florida
$340K – – –
PAI
434
Pittenger & Anderson Inc
Nebraska
$340K +$116 +1 +0%
BSW
435
Buckingham Strategic Wealth
Missouri
$339K – – –
AWA
436
Arkadios Wealth Advisors
Georgia
$338K -$90.3K -780 -21%
RBFC
437
Roman Butler Fullerton & Co
Missouri
$337K +$695 +6 +0.2%
Lazard Asset Management
438
Lazard Asset Management
New York
$336K – – –
JWA
439
JFS Wealth Advisors
Pennsylvania
$333K +$340K +2,939 New
FA
440
FDx Advisors
Illinois
$330K -$24.1K -208 -7%
RIS
441
Retirement Income Solutions
Michigan
$329K – – –
LAS
442
Lloyd Advisory Services
Georgia
$329K +$8.1K +70 +2%
MWM
443
Mission Wealth Management
California
$328K -$27.8K -240 -8%
IA
444
Insight Advisors
Pennsylvania
$324K -$1.74K -15 -0.6%
LC
445
LCNB Corp
Ohio
$323K – – –
DJSG
446
D.J. St. Germain
Massachusetts
$321K +$54.9K +474 +20%
NAM
447
NTV Asset Management
West Virginia
$320K – – –
NWS
448
Newport Wealth Strategies
California
$319K – – –
PA
449
Pinnacle Associates
New York
$314K – – –
MSFS
450
Main Street Financial Solutions
Pennsylvania
$308K – – –