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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
551
Tarbox Family Office
California
$32K
KTC
552
Kistler-Tiffany Companies
Pennsylvania
$32K +$30.2K +335 New
SNT
553
Security National Trust
West Virginia
$31K
BFO
554
Biltmore Family Office
North Carolina
$30K
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$30K
CCM
556
Covington Capital Management
California
$30K
CAL
557
Capital Advisors Ltd
Ohio
$29K
CAGAS
558
Capital Advisory Group Advisory Services
Minnesota
$29K
CL
559
COWA LLC
Oklahoma
$29K +$27K +300 New
SFPG
560
Stonebridge Financial Planning Group
Florida
$28K +$1.53K +17 +6%
BCM
561
Bourgeon Capital Management
Connecticut
$25K
FWM
562
Focused Wealth Management
New York
$25K
IRC
563
Investors Research Corp
Georgia
$25K
EW
564
Element Wealth
Mississippi
$25K +$23.1K +256 New
PWM
565
Perigon Wealth Management
California
$25K +$23.4K +260 New
Deutsche Bank
566
Deutsche Bank
Germany
$24K
IFAM
567
Institutional & Family Asset Management
Colorado
$24K
LWANC
568
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K
EIP
569
Ellis Investment Partners
Pennsylvania
$23K -$6.76K -75 -24%
FHC
570
First Horizon Corporation
Tennessee
$23K
WWMSC
571
Wagner Wealth Management (South Carolina)
South Carolina
$23K +$21.7K +241 New
CIAS
572
Capital Investment Advisory Services
North Carolina
$21K
VNA
573
Valley National Advisers
Pennsylvania
$21K
TWM
574
Tradition Wealth Management
Minnesota
$21K +$19.8K +220 New
JPLA
575
Joseph P. Lucia & Associates
New York
$21K +$19.9K +221 New