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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
551
Burt Wealth Advisors
Maryland
$230K – – –
AP
552
Appleton Partners
Massachusetts
$229K – – –
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
AFG
554
Allegheny Financial Group
Pennsylvania
$229K +$671 +6 +0.3%
MAM
555
Marotta Asset Management
Virginia
$229K – – –
Citadel Advisors
556
Citadel Advisors
Florida
$228K +$251K +2,242 New
GC
557
Grimes & Company
Massachusetts
$224K +$29.2K +261 +13%
KL
558
KilterHowling LLC
Colorado
$221K +$1.01K +9 +0.4%
FFC
559
First Financial Corp
Indiana
$221K +$98.8K +884 +68%
KAM
560
Knightsbridge Asset Management
California
$220K +$243K +2,170 New
CL
561
CPWM LLC
Washington
$219K -$7.16K -64 -3%
PFM
562
Peak Financial Management
Massachusetts
$215K +$13.4K +120 +6%
CSWM
563
Cassady Schiller Wealth Management
Ohio
$214K -$73.2K -655 -24%
CWM
564
Congress Wealth Management
Massachusetts
$213K +$3.69K +33 +2%
BFA
565
Beacon Financial Advisory
Ohio
$213K +$10.2K +91 +5%
KIA
566
KCM Investment Advisors
California
$212K – – –
RDFA
567
Ritter Daniher Financial Advisory
Ohio
$210K – – –
CAG
568
Crestwood Advisors Group
Massachusetts
$210K +$1.79K +16 +0.8%
FPCG
569
Forum Private Client Group
Indiana
$209K +$230K +2,054 New
1IA
570
1834 Investment Advisors
Wisconsin
$208K – – –
TSWM
571
Tyler-Stone Wealth Management
Ohio
$207K – – –
MCA
572
Maryland Capital Advisors
Maryland
$206K – – –
SW
573
SkyOak Wealth
Michigan
$206K – – –
AWS
574
AJ Wealth Strategies
New York
$202K – – –
CIA
575
Capital Investment Advisors
Georgia
$201K +$221K +1,978 New