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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
426
Guidance Point Advisors
Massachusetts
$551K +$3.04K +29 +0.6%
Neuberger Berman Group
427
Neuberger Berman Group
New York
$538K -$25.7K -245 -5%
GJIA
428
Glass Jacobson Investment Advisors
Maryland
$535K +$533K +5,083 New
RW
429
Regimen Wealth
Georgia
$535K +$532K +5,075 New
TWP
430
Total Wealth Planning
Ohio
$535K -$7.03K -67 -1%
SF
431
Summit Financial
New Jersey
$531K -$31.9K -304 -6%
AA
432
Alesco Advisors
New York
$531K
VA
433
Valmark Advisers
Ohio
$528K +$18.4K +175 +4%
PFM
434
Phillips Financial Management
Indiana
$522K -$629 -6 -0.1%
CWM
435
Cahaba Wealth Management
Georgia
$519K +$9.02K +86 +2%
EFS
436
Essex Financial Services
Connecticut
$519K +$210 +2 +0%
NP
437
NorthRock Partners
Minnesota
$514K +$142K +1,354 +38%
AWA
438
Amplius Wealth Advisors
Pennsylvania
$510K +$508K +4,845 New
LWM
439
LJI Wealth Management
Indiana
$510K +$508K +4,840 New
MTIC
440
Missouri Trust & Investment Company
Missouri
$503K
NEWAS
441
N.E.W. Advisory Services
Wisconsin
$502K -$19.4K -185 -4%
B
442
Bensler
Washington
$501K +$420 +4 +0.1%
CCM
443
Cohen Capital Management
California
$500K +$3.67K +35 +0.7%
MMG
444
Monetary Management Group
Missouri
$500K
CAG
445
Csenge Advisory Group
Florida
$500K +$6.71K +64 +1%
CGPCS
446
Capital Group Private Client Services
California
$500K +$1.57K +15 +0.3%
TGAM
447
TBH Global Asset Management
Tennessee
$499K +$105 +1 +0%
PB
448
Pinnacle Bancorp
Nebraska
$494K +$7.34K +70 +2%
RhumbLine Advisers
449
RhumbLine Advisers
Massachusetts
$494K +$40.7K +388 +9%
DC
450
Davenport & Co
Virginia
$489K -$14.5K -138 -3%