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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Sugarloaf Wealth Management
Georgia
$118K – – –
BBHC
552
Brown Brothers Harriman & Co
New York
$116K – – –
ST
553
Smithfield Trust
Pennsylvania
$116K – – –
WB
554
Webster Bank
Connecticut
$114K – – –
FGAM
555
Financial Gravity Asset Management
Texas
$113K – – –
PA
556
Parallel Advisors
California
$111K +$5.9K +51 +6%
JCM
557
Jacobi Capital Management
Pennsylvania
$110K +$116 +1 +0.1%
DSC
558
Duncker Streett & Co
Missouri
$109K – – –
GC
559
Garde Capital
Washington
$109K +$111K +960 New
BW
560
Bison Wealth
Georgia
$98K – – –
MFA
561
McClarren Financial Advisors
Pennsylvania
$90K +$3.36K +29 +4%
PWM
562
Prentice Wealth Management
New York
$86K – – –
TC
563
Trust Company
Kansas
$81K – – –
OC
564
Oakworth Capital
Alabama
$79K – – –
RP
565
Rice Partnership
Hawaii
$77K +$79.1K +683 New
EWM
566
EPG Wealth Management
Georgia
$76K +$78.1K +675 New
CCP
567
Clarkston Capital Partners
Michigan
$71K – – –
VCM
568
Vigilant Capital Management
Maine
$70K +$71.1K +614 New
Bessemer Group
569
Bessemer Group
New Jersey
$68K – – –
FF
570
FourThought Financial
Florida
$68K +$18.5K +160 +36%
OIA
571
Optimum Investment Advisors
Illinois
$67K – – –
PWM
572
Provident Wealth Management
Tennessee
$67K – – –
BWM
573
Baystate Wealth Management
Massachusetts
$65K +$6.13K +53 +10%
RWM
574
Raffa Wealth Management
District of Columbia
$64.8K – – –
SQA
575
Simon Quick Advisors
New Jersey
$61K +$347 +3 +0.6%