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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$117K -$143K -1,250 -55%
WB
552
Webster Bank
Connecticut
$116K – – –
FGAM
553
Financial Gravity Asset Management
Texas
$115K +$459 +4 New
PWS
554
Paragon Wealth Strategies
Florida
$115K +$115K +1,003 New
CWA
555
Clearview Wealth Advisors
Oregon
$114K +$7.34K +64 +7%
JCM
556
Jacobi Capital Management
Pennsylvania
$112K – – –
DSC
557
Duncker Streett & Co
Missouri
$110K – – –
PA
558
Parallel Advisors
California
$107K -$13.8K -120 -11%
PC
559
Permanens Capital
New York
$106K +$34.4K +300 +48%
BW
560
Bison Wealth
Georgia
$100K +$459 +4 +0.5%
HFA
561
Hoover Financial Advisors
Pennsylvania
$92K – – –
PWM
562
Prentice Wealth Management
New York
$88K – – –
MFA
563
McClarren Financial Advisors
Pennsylvania
$87K +$115 +1 +0.1%
TC
564
Trust Company
Kansas
$82K – – –
EFSCE
565
Enterprise Financial Services Corp (EFSC)
Missouri
$80K – – –
OC
566
Oakworth Capital
Alabama
$80K – – –
PAM
567
Panagora Asset Management
Massachusetts
$78K +$77.7K +678 New
KFP
568
KB Financial Partners
New Jersey
$73K – – –
CCP
569
Clarkston Capital Partners
Michigan
$72K +$71.9K +627 New
PWM
570
Provident Wealth Management
Tennessee
$69K -$6.88K -60 -9%
Bessemer Group
571
Bessemer Group
New Jersey
$69K – – –
OIA
572
Optimum Investment Advisors
Illinois
$68K – – –
PMAS
573
PNC Managed Account Solutions
Texas
$67K +$67K +584 New
RWM
574
Raffa Wealth Management
District of Columbia
$65.7K – – –
ME
575
McIlrath & Eck
Washington
$64K -$10.8K -94 -14%