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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
526
Level Four Advisory Services
Texas
$299K +$287K +2,726 New
BIG
527
Builder Investment Group
Georgia
$299K -$12.1K -115 -4%
CCMG
528
Clark Capital Management Group
Pennsylvania
$298K +$286K +2,717 New
RSWM
529
Robertson Stephens Wealth Management
California
$298K -$514K -4,875 -64%
EWA
530
EverSource Wealth Advisors
Alabama
$297K -$25.8K -245 -8%
JWCA
531
J.W. Cole Advisors
Florida
$292K +$3.37K +32 +1%
PA
532
PFG Advisors
Arizona
$292K -$16.1K -153 -5%
AP
533
Appleton Partners
Massachusetts
$289K
MFG
534
Magnus Financial Group
New York
$289K +$316 +3 +0.1%
MWM
535
Maripau Wealth Management
Indiana
$289K -$43K -408 -13%
KFI
536
Key Financial Inc
Pennsylvania
$288K +$29.7K +282 +12%
FM
537
Foster & Motley
Ohio
$288K -$110K -1,044 -28%
BCM
538
BTC Capital Management
Iowa
$288K
FLI
539
Family Legacy Inc
South Carolina
$288K
FFM
540
Forum Financial Management
Illinois
$285K -$2.74K -26 -1%
TF
541
Theory Financial
Colorado
$285K +$25.1K +238 +10%
Lazard Asset Management
542
Lazard Asset Management
New York
$285K
CAAS
543
Capital Asset Advisory Services
Michigan
$284K +$105 +1 +0%
HF
544
Halpern Financial
Virginia
$283K
MFG
545
Merit Financial Group
Georgia
$283K -$41.1K -390 -13%
AA
546
Ancora Advisors
Ohio
$277K
FWI
547
Facet Wealth Inc
Maryland
$276K +$257K +2,441 New
AIA
548
Arbor Investment Advisors
North Carolina
$274K
BI
549
Ballast Inc
Kentucky
$273K
CHJWM
550
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K -$4.21K -40 -2%