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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
551
Paragon Wealth Strategies
Florida
$115K +$115K +1,003 New
CWA
552
Clearview Wealth Advisors
Oregon
$114K +$7.34K +64 +7%
JCM
553
Jacobi Capital Management
Pennsylvania
$112K
DSC
554
Duncker Streett & Co
Missouri
$110K
PA
555
Parallel Advisors
California
$107K -$13.8K -120 -11%
PC
556
Permanens Capital
New York
$106K +$34.4K +300 +48%
SCA
557
Stonebridge Capital Advisors
Minnesota
$102K +$52.1K +454 +100%
BW
558
Bison Wealth
Georgia
$100K +$459 +4 +0.5%
HFA
559
Hoover Financial Advisors
Pennsylvania
$92K
PWM
560
Prentice Wealth Management
New York
$88K
MFA
561
McClarren Financial Advisors
Pennsylvania
$87K +$115 +1 +0.1%
TC
562
Trust Company
Kansas
$82K
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$80K
OC
564
Oakworth Capital
Alabama
$80K
PAM
565
Panagora Asset Management
Massachusetts
$78K +$77.7K +678 New
KFP
566
KB Financial Partners
New Jersey
$73K
CCP
567
Clarkston Capital Partners
Michigan
$72K +$71.9K +627 New
PWM
568
Provident Wealth Management
Tennessee
$69K -$6.88K -60 -9%
Bessemer Group
569
Bessemer Group
New Jersey
$69K
OIA
570
Optimum Investment Advisors
Illinois
$68K
PMAS
571
PNC Managed Account Solutions
Texas
$67K +$67K +584 New
RWM
572
Raffa Wealth Management
District of Columbia
$65.7K
ME
573
McIlrath & Eck
Washington
$64K -$10.8K -94 -14%
TCWA
574
Ten Capital Wealth Advisors
Washington
$64K -$3.67K -32 -5%
SQA
575
Simon Quick Advisors
New Jersey
$62K -$13.3K -116 -18%