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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
551
Carlton Hofferkamp & Jenks Wealth Management
Texas
$292K +$524 +5 +0.2%
CF
552
Centaurus Financial
California
$291K -$1.05K -10 -0.4%
MC
553
Moors & Cabot
Massachusetts
$288K -$3.67K -35 -1%
RIA
554
Regal Investment Advisors
Michigan
$288K -$839 -8 -0.3%
GFS
555
GYL Financial Synergies
Connecticut
$282K
HBT
556
Hills Bank & Trust
Iowa
$281K +$1.47K +14 +0.5%
AP
557
Appleton Partners
Massachusetts
$277K
EWA
558
EverSource Wealth Advisors
Alabama
$276K +$272K +2,597 +9,619%
JWCA
559
J.W. Cole Advisors
Florida
$276K -$15.2K -145 -5%
CAAS
560
Capital Asset Advisory Services
Michigan
$276K
WTA
561
Washington Trust Advisors
Massachusetts
$276K -$1.38M -13,136 -83%
FFM
562
Forum Financial Management
Illinois
$276K +$274K +2,616 New
Lazard Asset Management
563
Lazard Asset Management
New York
$273K
ACM
564
Advisors Capital Management
New Jersey
$273K +$7.45K +71 +3%
HF
565
Halpern Financial
Virginia
$271K
MBT
566
Montecito Bank & Trust
California
$270K -$24.4K -233 -8%
LFAS
567
Level Four Advisory Services
Texas
$270K +$269K +2,562 New
PPP
568
Private Portfolio Partners
New Jersey
$268K +$420 +4 +0.2%
LHC
569
Little House Capital
Massachusetts
$266K -$7.71M -73,537 -97%
AIA
570
Arbor Investment Advisors
North Carolina
$263K
AA
571
Ancora Advisors
Ohio
$263K
DW
572
Domani Wealth
Pennsylvania
$263K
NL
573
NWAM LLC
Washington
$262K +$29.6K +282 +13%
WHG
574
Westwood Holdings Group
Texas
$262K +$261K +2,490 New
BI
575
Ballast Inc
Kentucky
$262K