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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
551
American National Bank & Trust
Texas
$32K – – –
TFO
552
Tarbox Family Office
California
$32K – – –
KTC
553
Kistler-Tiffany Companies
Pennsylvania
$32K +$30.2K +335 New
SNT
554
Security National Trust
West Virginia
$31K – – –
BFO
555
Biltmore Family Office
North Carolina
$30K – – –
BBPWM
556
Blue Bell Private Wealth Management
Pennsylvania
$30K – – –
CCM
557
Covington Capital Management
California
$30K – – –
CAL
558
Capital Advisors Ltd
Ohio
$29K – – –
CAGAS
559
Capital Advisory Group Advisory Services
Minnesota
$29K – – –
CL
560
COWA LLC
Oklahoma
$29K +$27K +300 New
SFPG
561
Stonebridge Financial Planning Group
Florida
$28K +$1.53K +17 +6%
BCM
562
Bourgeon Capital Management
Connecticut
$25K – – –
FWM
563
Focused Wealth Management
New York
$25K – – –
IRC
564
Investors Research Corp
Georgia
$25K – – –
EW
565
Element Wealth
Mississippi
$25K +$23.1K +256 New
PWM
566
Perigon Wealth Management
California
$25K +$23.4K +260 New
Deutsche Bank
567
Deutsche Bank
Germany
$24K – – –
IFAM
568
Institutional & Family Asset Management
Colorado
$24K – – –
LWANC
569
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
EIP
570
Ellis Investment Partners
Pennsylvania
$23K -$6.76K -75 -24%
FHC
571
First Horizon Corporation
Tennessee
$23K – – –
WWMSC
572
Wagner Wealth Management (South Carolina)
South Carolina
$23K +$21.7K +241 New
CIAS
573
Capital Investment Advisory Services
North Carolina
$21K – – –
VNA
574
Valley National Advisers
Pennsylvania
$21K – – –
TWM
575
Tradition Wealth Management
Minnesota
$21K +$19.8K +220 New