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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
476
AFT Forsyth & Company
Florida
$323K -$4.58K -41 -1%
KWM
477
KerberRose Wealth Management
Wisconsin
$323K +$356K +3,182 New
MWM
478
Mission Wealth Management
California
$319K +$17.7K +158 +5%
DAS
479
Dynamic Advisor Solutions
Arizona
$317K +$349K +3,122 New
SFG
480
Sovereign Financial Group
Connecticut
$315K -$21.1K -189 -6%
SHWM
481
Smith & Howard Wealth Management
Georgia
$314K
DWA
482
Dougherty Wealth Advisers
Minnesota
$313K
PPW
483
Pinnacle Private Wealth
Massachusetts
$313K +$72.7K +650 +27%
PCA
484
Pallas Capital Advisors
Massachusetts
$312K -$1.9K -17 -0.6%
KWS
485
Keystone Wealth Services
California
$311K
MA
486
Mutual Advisors
Nebraska
$311K +$87.8K +785 +35%
SFG
487
SNS Financial Group
Minnesota
$309K
AWM
488
Apollon Wealth Management
South Carolina
$307K -$44.4K -397 -12%
PAI
489
Pittenger & Anderson Inc
Nebraska
$305K
LIM
490
Lathrop Investment Management
Arkansas
$303K
AMM
491
American Money Management
California
$302K -$76.3K -682 -19%
FCM
492
Firestone Capital Management
Florida
$301K
JWA
493
JFS Wealth Advisors
Pennsylvania
$299K
Renaissance Technologies
494
Renaissance Technologies
New York
$295K +$324K +2,900 New
OIA
495
OneDigital Investment Advisors
Kansas
$292K -$21.8K -195 -6%
FMWA
496
Forvis Mazars Wealth Advisors
Missouri
$291K +$102K +910 +47%
BAM
497
Berkshire Asset Management
Pennsylvania
$290K +$319K +2,857 New
MIC
498
Meridian Investment Counsel
California
$285K
PA
499
Pinnacle Associates
New York
$282K
RIA
500
Regal Investment Advisors
Michigan
$278K -$13.3K -119 -4%