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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
501
Apella Capital
Connecticut
$476K +$17.2K +126 +4%
CFG
502
Cooper Financial Group
California
$476K +$410 +3 +0.1%
CIA
503
Concurrent Investment Advisors
Florida
$475K +$70.1K +513 +18%
NCM
504
NCM Capital Management
New Jersey
$475K -$3.01K -22 -0.6%
LFA
505
LGT Financial Advisors
Texas
$472K +$1.91K +14 +0.4%
DW30
506
Drucker Wealth 3.0
New Jersey
$471K -$8.47K -62 -2%
Chevy Chase Trust
507
Chevy Chase Trust
Maryland
$471K -$37.6K -275 -8%
SWP
508
Sagespring Wealth Partners
Tennessee
$462K +$17.1K +125 +4%
PWM
509
Perigon Wealth Management
California
$456K +$69K +505 +18%
BAM
510
Berkshire Asset Management
Pennsylvania
$452K +$137 +1 +0%
PA
511
Pinnacle Associates
New York
$452K – – –
AIM
512
Allen Investment Management
New York
$451K – – –
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$449K -$21.6K -158 -5%
CBA
514
Coastal Bridge Advisors
Connecticut
$447K – – –
WIC
515
Woodmont Investment Counsel
Tennessee
$447K – – –
GBT
516
Grove Bank & Trust
Florida
$447K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$442K +$4.78K +35 +1%
IWA
518
Icon Wealth Advisors
Texas
$442K +$273 +2 +0.1%
PPC
519
Park Place Capital
Alabama
$437K -$156K -1,144 -27%
CIA
520
Capital Investment Advisors
Georgia
$436K -$25.3K -185 -6%
HAS
521
Holland Advisory Services
Florida
$435K +$1.78K +13 +0.4%
FTWA
522
Fifth Third Wealth Advisors
Ohio
$435K -$957 -7 -0.2%
RIM
523
Rockbridge Investment Management
New York
$433K – – –
AHC
524
Anderson Hoagland & Co
Missouri
$433K – – –
FUBT
525
First United Bank & Trust
Maryland
$432K – – –