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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
501
Icon Wealth Advisors
Texas
$373K +$341K +3,204 New
HI
502
Harbour Investments
Wisconsin
$372K -$18.6K -175 -5%
SCP
503
Stevens Capital Partners
Nebraska
$371K +$29.6K +278 +10%
NAS
504
Nicolet Advisory Services
Wisconsin
$370K +$345K +3,236 New
DT
505
Diversified Trust
Tennessee
$368K -$76.8K -721 -19%
MIC
506
Means Investment Company
Maine
$367K +$213 +2 +0.1%
TC
507
Trilogy Capital
California
$365K -$41.8K -392 -11%
American Century Companies
508
American Century Companies
Missouri
$364K -$243M -2,277,273 -100%
WP
509
Westmount Partners
California
$363K +$213 +2 +0.1%
HGERS
510
Householder Group Estate & Retirement Specialist
Arizona
$361K +$316K +2,970 +2,121%
BAM
511
Berkshire Asset Management
Pennsylvania
$361K
MFG
512
Merit Financial Group
Georgia
$360K +$94.3K +885 +40%
EWA
513
EverSource Wealth Advisors
Alabama
$357K +$38.5K +361 +13%
EA
514
Everpar Advisors
Oklahoma
$352K +$323K +3,028 New
FB
515
First Bancorp
Maine
$349K
PAI
516
Pittenger & Anderson Inc
Nebraska
$349K
KP
517
Keel Point
Alabama
$348K -$381K -3,573 -54%
IAA
518
Independent Advisor Alliance
North Carolina
$345K
FCM
519
Firestone Capital Management
Florida
$344K
MFG
520
MidWestOne Financial Group
Iowa
$343K +$41.1K +386 +15%
JWA
521
JFS Wealth Advisors
Pennsylvania
$342K
CA
522
Continuum Advisory
Idaho
$341K +$53.3K +500 +21%
IA
523
IFG Advisory
Georgia
$340K -$13.4K -126 -4%
MFIM
524
Mesirow Financial Investment Management
Illinois
$340K +$311K +2,920 New
FA
525
FDx Advisors
Illinois
$338K -$30.2K -283 -9%