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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
551
Empower Advisory Group
Colorado
$321K -$127K -1,081 -30%
KP
552
Keel Point
Alabama
$319K -$52.8K -448 -15%
PWM
553
Perigon Wealth Management
California
$318K -$83.6K -710 -22%
CFB
554
Cullen/Frost Bankers
Texas
$318K +$25.3K +215 +9%
VNIM
555
Vaughan Nelson Investment Management
Texas
$315K -$240K -2,042 -45%
DWA
556
Douglass Winthrop Advisors
New York
$313K -$177K -1,500 -38%
VFPI
557
Vantage Financial Partners (Illinois)
Illinois
$313K +$294K +2,500 New
AIA
558
Arbor Investment Advisors
North Carolina
$313K
FLI
559
Family Legacy Inc
South Carolina
$313K -$8.48K -72 -3%
BI
560
Ballast Inc
Kentucky
$312K
CA
561
Continuum Advisory
Idaho
$311K -$48.5K -412 -14%
SW
562
SkyOak Wealth
Michigan
$311K +$12.6K +107 +5%
AP
563
Appleton Partners
Massachusetts
$310K -$18.4K -156 -6%
TSS
564
Two Sigma Securities
New York
$308K +$289K +2,454 New
EA
565
Everpar Advisors
Oklahoma
$307K -$68.4K -581 -19%
SCM
566
Steele Capital Management
Iowa
$301K -$4.12K -35 -1%
WWM
567
Western Wealth Management
Colorado
$300K -$2.94K -25 -1%
NF
568
Nvest Financial
New Hampshire
$299K +$29.2K +248 +12%
MAS
569
Meeder Advisory Services
Ohio
$298K +$280K +2,381 New
PFG
570
Pacific Financial Group
Washington
$297K -$7.18K -61 -3%
PCIA
571
Prime Capital Investment Advisors
Kansas
$297K +$9.42K +80 +3%
PA
572
PFG Advisors
Arizona
$292K +$2K +17 +0.7%
SIC
573
Sterling Investment Counsel
New York
$291K +$273K +2,321 New
PIMG
574
Patriot Investment Management Group
Tennessee
$290K
DAS
575
Dynamic Advisor Solutions
Arizona
$290K +$40.5K +344 +17%