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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
Ruggaard & Associates
Ohio
$337K
ACP
527
Aveo Capital Partners
Colorado
$337K +$35.3K +331 +13%
WP
528
WealthPLAN Partners
Nebraska
$336K +$1.06K +10 +0.3%
Boston Partners
529
Boston Partners
Massachusetts
$335K -$43.1K -405 -12%
MC
530
Moors & Cabot
Massachusetts
$335K +$10.8K +101 +4%
D
531
Dentgroup
Louisiana
$334K -$450K -4,222 -59%
AC
532
Apella Capital
Connecticut
$333K +$2.98K +28 +1%
DTC
533
Davidson Trust Company
Washington
$333K +$305K +2,864 New
QCM
534
QRG Capital Management
Illinois
$333K +$305K +2,861 New
PA
535
Parallel Advisors
California
$331K +$40.5K +380 +15%
PCS
536
Personal CFO Solutions
New Jersey
$327K +$299K +2,811 New
MIC
537
Meridian Investment Counsel
California
$326K
TA
538
TFG Advisers
Michigan
$326K +$320 +3 +0.1%
SFG
539
SNS Financial Group
Minnesota
$326K -$44.7K -420 -13%
ECG
540
Edge Capital Group
Georgia
$326K -$45.3K -425 -13%
GFS
541
GYL Financial Synergies
Connecticut
$326K
FFC
542
First Financial Corp
Indiana
$324K
PA
543
Pinnacle Associates
New York
$323K
AMM
544
American Money Management
California
$321K
CTWM
545
Cherry Tree Wealth Management
Minnesota
$320K
JWCA
546
J.W. Cole Advisors
Florida
$319K +$6.5K +61 +2%
RIA
547
Regal Investment Advisors
Michigan
$319K -$22.9K -215 -7%
BIG
548
Builder Investment Group
Georgia
$316K
HSWM
549
Hubbell Strickland Wealth Management
Louisiana
$314K -$77K -723 -21%
RFS
550
Richardson Financial Services
Massachusetts
$313K +$287K +2,693 New