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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
451
Valmark Advisers
Ohio
$302K -$3.7K -32 -1%
CAAS
452
Capital Asset Advisory Services
Michigan
$302K – – –
RIA
453
Regal Investment Advisors
Michigan
$301K +$2.66K +23 +0.9%
ZIM
454
Zacks Investment Management
Illinois
$301K +$27K +233 +10%
CF
455
Centaurus Financial
California
$300K – – –
BDF
456
Balasa Dinverno & Foltz
$293K – – –
CFA
457
Carroll Financial Associates
North Carolina
$293K – – –
Vanguard Personalized Indexing Management
458
Vanguard Personalized Indexing Management
California
$293K – – –
HF
459
Halpern Financial
Virginia
$292K +$150K +1,292 +101%
PFG
460
Pacific Financial Group
Washington
$291K -$34.7K -300 -10%
SCA
461
Snowden Capital Advisors
New York
$289K +$295K +2,550 New
BAM
462
Berkshire Asset Management
Pennsylvania
$288K – – –
TA
463
TFG Advisers
Michigan
$288K +$810 +7 +0.3%
HCIA
464
Hochman Cole Investment Advisors
Illinois
$287K – – –
BA
465
Bridgewater Advisors
New York
$286K +$1.85K +16 +0.6%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$284K +$1.39K +12 +0.5%
PIFP
467
Partners in Financial Planning
Virginia
$283K – – –
AIA
468
Arbor Investment Advisors
North Carolina
$282K +$579 +5 +0.2%
FIA
469
Foundations Investment Advisors
Arizona
$281K -$4.27M -36,907 -94%
BI
470
Ballast Inc
Kentucky
$281K – – –
WP
471
WealthPLAN Partners
Nebraska
$281K +$270K +2,329 New
ATC
472
Argent Trust Co
Tennessee
$279K +$58.8K +508 +26%
AF
473
Allworth Financial
California
$278K +$246K +2,126 +640%
AA
474
Ancora Advisors
Ohio
$277K +$17.5K +151 +7%
EI
475
Ellevest Inc
New York
$277K +$37.3K +322 +15%