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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
601
Biltmore Family Office
North Carolina
$36K – – –
CCM
602
Covington Capital Management
California
$36K – – –
CAL
603
Capital Advisors Ltd
Ohio
$35K – – –
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$34K -$8.14K -71 -19%
SFPG
605
Stonebridge Financial Planning Group
Florida
$31K +$115 +1 +0.4%
BCM
606
Bourgeon Capital Management
Connecticut
$30K – – –
FWM
607
Focused Wealth Management
New York
$30K – – –
IRC
608
Investors Research Corp
Georgia
$30K – – –
Deutsche Bank
609
Deutsche Bank
Germany
$29K – – –
EW
610
Element Wealth
Mississippi
$29K – – –
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K – – –
SNT
612
Security National Trust
West Virginia
$29K – – –
NSIM
613
North Star Investment Management
Illinois
$29K +$28.8K +251 New
LFG
614
Larson Financial Group
Missouri
$28K – – –
WWMSC
615
Wagner Wealth Management (South Carolina)
South Carolina
$28K – – –
SB
616
Strategic Blueprint
Georgia
$28K +$28K +244 New
PP
617
PrairieView Partners
Minnesota
$27K – – –
BMD
618
Better Money Decisions
New Mexico
$26K +$11.6K +101 +81%
CIAS
619
Capital Investment Advisory Services
North Carolina
$25K – – –
JPLA
620
Joseph P. Lucia & Associates
New York
$25K – – –
VNA
621
Valley National Advisers
Pennsylvania
$25K – – –
LWM
622
Liberty Wealth Management
California
$25K +$7.45K +65 +42%
EIP
623
Ellis Investment Partners
Pennsylvania
$24K -$2.41K -21 -9%
BAM
624
Bellevue Asset Management
Washington
$23K – – –
GI
625
Gradient Investments
Minnesota
$23K +$11.7K +102 +102%