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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Salem Investment Counselors
North Carolina
$7K +$6.59K +75 New
TCM
527
TD Capital Management
Tennessee
$7K +$6.67K +76 New
RFA
528
Reilly Financial Advisors
California
$6K – – –
BWA
529
BDO Wealth Advisors
Florida
$5K – – –
MWM
530
Mascoma Wealth Management
New Hampshire
$4K – – –
PCA
531
Providence Capital Advisors
North Carolina
$4K – – –
TC
532
Truvestments Capital
Florida
$4K – – –
SFM
533
Systematic Financial Management
New Jersey
$4K +$790 +9 +25%
DWM
534
Doyle Wealth Management
Florida
$4K +$3.51K +40 New
LC
535
Lindbrook Capital
California
$3K -$1.58K -18 -32%
LFG
536
Larson Financial Group
Missouri
$3K +$88 +1 +3%
LFG
537
LifePlan Financial Group
Ohio
$2K -$26.5K -302 -92%
TFA
538
Transamerica Financial Advisors
Florida
$2K +$1.41K +16 New
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$2K +$1.58K +18 New
BRC
540
Bell Rock Capital
Delaware
$1K – – –
QCIG
541
Quad-Cities Investment Group
Iowa
$1K – – –
AIP
542
Ameritas Investment Partners
Nebraska
$1K +$1.41K +16 New
AP
543
Advisors Preferred
Maryland
– -$10.4M -119,848 Closed
SPL
544
Smart Portfolios LLC
Washington
– -$2.91M -33,465 Closed
SWM
545
Strategic Wealth Management
Washington
– -$2.91M -33,465 Closed
BAS
546
Brown Advisory Securities
Maryland
– -$1.09M -12,609 Closed
MIAN
547
Mariner Independent Advisor Network
Kansas
– -$951K -10,864 Closed
Two Sigma Advisers
548
Two Sigma Advisers
New York
– -$617K -7,100 Closed
PAS
549
Park Avenue Securities
New York
– -$385K -4,386 Closed
EWMCB
550
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$339K -3,900 Closed