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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Covington Capital Management
California
$28K – – –
SNT
477
Security National Trust
West Virginia
$28K – – –
FANJ
478
Financial Architects (New Jersey)
New Jersey
$28K +$1.24K +14 +5%
Simplex Trading
479
Simplex Trading
Illinois
$28K +$28.3K +319 New
BBPWM
480
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
CAGAS
481
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
EIP
482
Ellis Investment Partners
Pennsylvania
$27K – – –
BWM
483
Baystate Wealth Management
Massachusetts
$25K -$296K -3,341 -92%
SIC
484
Salem Investment Counselors
North Carolina
$25K +$18K +203 +271%
LDFR
485
Lehman & Derafelo Financial Resources
Pennsylvania
$24K -$4.16K -47 -15%
FWM
486
Focused Wealth Management
New York
$23K – – –
IFAM
487
Institutional & Family Asset Management
Colorado
$23K +$974 +11 +4%
BCM
488
Bourgeon Capital Management
Connecticut
$23K +$23K +260 New
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
MIM
490
Macroview Investment Management
Maryland
$22K – – –
PK
491
Pflug Koory
Nebraska
$21K – – –
RWA
492
Ropes Wealth Advisors
Massachusetts
$21K – – –
SFS
493
Sowell Financial Services
Arkansas
$21K +$20.3K +229 New
WHG
494
Westwood Holdings Group
Texas
$21K +$20.8K +235 New
JPLA
495
Joseph P. Lucia & Associates
New York
$20K +$19.6K +221 New
FA
496
Financial Advantage
Maryland
$20K +$19.9K +225 New
ADL
497
Asset Dedication LLC
California
$19K – – –
VNA
498
Valley National Advisers
Pennsylvania
$19K – – –
CAL
499
Capital Advisors Ltd
Ohio
$18K +$4.87K +55 +37%
RE
500
RBC Europe
United Kingdom
$17.7K – – –