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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
476
Beacon Financial Advisory
Ohio
$207K +$193K +2,145 New
SW
477
SkyOak Wealth
Michigan
$205K +$191K +2,119 New
KIA
478
KCM Investment Advisors
California
$204K +$190K +2,105 New
FAM
479
Formidable Asset Management
Ohio
$204K +$190K +2,108 New
Fiera Capital (Canada)
480
Fiera Capital (Canada)
Quebec, Canada
$203K +$188K +2,089 New
CCM
481
Colorado Capital Management
Colorado
$203K +$189K +2,099 New
MWM
482
Modera Wealth Management
New Jersey
$200K +$186K +2,067 New
IA
483
IFP Advisors
Florida
$195K +$1.8K +20 +1%
FPCG
484
Fort Pitt Capital Group
Pennsylvania
$194K +$180K +2,000 New
FCB
485
First Command Bank
Texas
$186K -$18K -200 -9%
FCFS
486
First Command Financial Services
Texas
$186K -$18K -200 -9%
TFGT
487
TS Financial Group (TSFG)
Illinois
$185K -$39.6K -439 -19%
MCM
488
MV Capital Management
Maryland
$178K +$28.4K +315 +21%
CDIA
489
Capital Directions Investment Advisors
Georgia
$177K
CFGS
490
Concourse Financial Group Securities
Alabama
$165K -$3.97K -44 -3%
RDFA
491
Ritter Daniher Financial Advisory
Ohio
$165K +$153K +1,700 New
HFS
492
HBC Financial Services
Washington
$162K
PWMG
493
Prestige Wealth Management Group
New Jersey
$158K -$992 -11 -0.7%
COCM
494
Charter Oak Capital Management
New Hampshire
$155K +$144K +1,595 New
KFI
495
Key Financial Inc
Pennsylvania
$153K +$143K +1,583 New
GWS
496
Glassman Wealth Services
Virginia
$150K
S
497
SignatureFD
Georgia
$149K -$15.1K -167 -10%
SWM
498
Sugarloaf Wealth Management
Georgia
$147K +$43K +477 +46%
DWP
499
Destiny Wealth Partners
Florida
$144K +$134K +1,482 New
BFC
500
Bedel Financial Consulting
Indiana
$130K +$27K +300 +29%