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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Arete Wealth Advisors
Illinois
– -$259K -2,872 Closed
LFAS
552
Level Four Advisory Services
Texas
– -$257K -2,850 Closed
BRWA
553
B. Riley Wealth Advisors
Florida
– -$253K -2,795 Closed
GC
554
Gratus Capital
Georgia
– -$237K -2,625 Closed
PWM
555
Patriot Wealth Management
Texas
– -$234K -2,591 Closed
BI
556
Ballast Inc
Kentucky
– -$227K -2,504 Closed
MC
557
Middleton & Co
Massachusetts
– -$217K -2,401 Closed
HTC
558
Haverford Trust Company
Pennsylvania
– -$217K -2,400 Closed
KIA
559
KCM Investment Advisors
California
– -$215K -2,380 Closed
EWM
560
Evercore Wealth Management
New York
– -$208K -2,299 Closed
SGCA
561
Steel Grove Capital Advisors
Tennessee
– -$208K -2,287 Closed
NB
562
Nicolet Bankshares
Wisconsin
– -$204K -2,259 Closed
Fiera Capital (Canada)
563
Fiera Capital (Canada)
Quebec, Canada
– -$204K -2,255 Closed
AA
564
Ancora Advisors
Ohio
– -$164K -1,820 Closed
RCAG
565
Rehmann Capital Advisory Group
Michigan
– -$160K -1,769 Closed
LA
566
Legacy Advisors
Pennsylvania
– -$148K -1,626 Closed
JFA
567
JNBA Financial Advisors
Minnesota
– -$118K -1,303 Closed
MYIA
568
Mount Yale Investment Advisors
Colorado
– -$77K -880 Closed
SFM
569
Signet Financial Management
New Jersey
– -$61K -679 Closed
VDFA
570
Vickerman & Driscoll Financial Advisors
Washington
– -$59K -654 Closed
LWA
571
Lenox Wealth Advisors
New York
– -$41K -455 Closed
GIP
572
Granite Investment Partners
California
– -$34K -406 Closed
WCM
573
Whitener Capital Management
North Carolina
– -$35K -395 Closed
MWPCG
574
Measured Wealth Private Client Group
New Hampshire
– -$31K -346 Closed
OIA
575
OneDigital Investment Advisors
Kansas
– -$30K -330 Closed