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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
451
Boston Partners
Massachusetts
$355K -$324K -3,034 -46%
FM
452
Foster & Motley
Ohio
$355K -$11.2K -105 -3%
EAM
453
Evanson Asset Management
California
$354K – – –
WKSWA
454
White Knight Strategic Wealth Advisors
New Jersey
$354K – – –
PIFP
455
Partners in Financial Planning
Virginia
$351K -$21.8K -204 -6%
RDFA
456
Ritter Daniher Financial Advisory
Ohio
$346K +$165K +1,543 +75%
PA
457
PFG Advisors
Arizona
$346K +$385K +3,600 New
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
$345K – – –
Vanguard Personalized Indexing Management
459
Vanguard Personalized Indexing Management
California
$343K – – –
HSWM
460
Hubbell Strickland Wealth Management
Louisiana
$342K +$534 +5 +0.1%
FIA
461
Foundations Investment Advisors
Arizona
$340K -$13.5K -126 -3%
FUBT
462
First United Bank & Trust
Maryland
$340K -$3.74K -35 -1%
AC
463
Avestar Capital
New York
$339K +$377K +3,526 New
NP
464
NorthRock Partners
Minnesota
$338K -$235K -2,197 -38%
MFGP
465
Marshall Financial Group (Pennsylvania)
Pennsylvania
$338K – – –
BEAM
466
Baker Ellis Asset Management
Washington
$336K – – –
VWA
467
V Wealth Advisors
Kansas
$333K – – –
Wealthfront Advisers
468
Wealthfront Advisers
California
$333K +$125K +1,166 +51%
APW
469
Acima Private Wealth
Virginia
$328K – – –
RWA
470
Ropes Wealth Advisors
Massachusetts
$326K -$4.59K -43 -1%
MWM
471
Mission Wealth Management
California
$325K +$25.3K +237 +8%
BFA
472
BMS Financial Advisors
South Dakota
$324K +$361K +3,375 New
CWM
473
Cranbrook Wealth Management
Michigan
$321K -$9.83K -92 -3%
EA
474
Eudaimonia Advisors
Tennessee
$319K -$12.2K -114 -3%
IWA
475
Icon Wealth Advisors
Texas
$318K +$354K +3,314 New