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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
551
Montecito Bank & Trust
California
$255K -$17.5K -160 -6%
CHJWM
552
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K -$17.9K -164 -6%
TF
553
Theory Financial
Colorado
$250K +$257K +2,358 New
Commonwealth Equity Services
554
Commonwealth Equity Services
Massachusetts
$250K +$889K +8,148 +0.3%
KFI
555
Key Financial Inc
Pennsylvania
$249K +$94.8K +869 +59%
NAM
556
NTV Asset Management
West Virginia
$246K
SB
557
Simmons Bank
Arkansas
$243K +$250K +2,292 New
1IA
558
1834 Investment Advisors
Wisconsin
$241K -$4.36K -40 -2%
ACI
559
Alpha Cubed Investments
California
$240K +$247K +2,262 New
HBT
560
Hills Bank & Trust
Iowa
$240K -$44K -403 -15%
TFGT
561
TS Financial Group (TSFG)
Illinois
$240K +$546 +5 +0.2%
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K
AFC
563
AFT Forsyth & Company
Florida
$238K +$436 +4 +0.2%
LAM
564
LifePro Asset Management
California
$237K
BWA
565
Burt Wealth Advisors
Maryland
$236K -$4.69K -43 -2%
PPP
566
Private Portfolio Partners
New Jersey
$235K -$35.6K -326 -13%
GC
567
Grimes & Company
Massachusetts
$235K +$327 +3 +0.1%
KL
568
KilterHowling LLC
Colorado
$234K
HW
569
Hancock Whitney
Mississippi
$234K -$123K -1,126 -34%
TAM
570
Tocqueville Asset Management
New York
$231K +$237K +2,171 New
MA
571
MONECO Advisors
Connecticut
$230K -$15.2K -139 -6%
RFN
572
RDA Financial Network
Iowa
$229K -$8.4K -77 -3%
CA
573
Continuum Advisory
Idaho
$229K +$236K +2,159 New
NL
574
NWAM LLC
Washington
$229K -$36.3K -333 -13%
DAS
575
Dynamic Advisor Solutions
Arizona
$229K +$218 +2 +0.1%