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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$372K – – –
IFG
652
Independent Financial Group
California
$368K +$353K +2,235 New
EGWAG
653
Elwood & Goetz Wealth Advisory Group
Georgia
$367K +$5.21K +33 +2%
AA
654
Aire Advisors
California
$360K – – –
KFAS
655
Keating Financial Advisory Services
Kansas
$360K +$8.52K +54 +3%
CAG
656
Crestwood Advisors Group
Massachusetts
$359K +$3.94K +25 +1%
ESB
657
Essex Savings Bank
Connecticut
$357K – – –
JMBA
658
J. M. Brown & Associates
Oklahoma
$356K +$341K +2,163 New
FA
659
Flagstar Advisors
New York
$352K -$39.3K -249 -10%
LKWM
660
Lee-Kelleher Wealth Management
Maryland
$351K – – –
WWA
661
Wealth Watch Advisors
Colorado
$351K +$92.8K +588 +38%
A
662
Argentarii
Ohio
$349K -$14.7K -93 -4%
MPI
663
Mairs & Power Inc
Minnesota
$348K +$333K +2,112 New
CIA
664
Cape Investment Advisory
Georgia
$347K +$6.94K +44 +2%
CIBC World Market
665
CIBC World Market
Ontario, Canada
$346K +$2.37K +15 +0.7%
TCOV
666
Trust Company of Vermont
Vermont
$343K +$329K +2,084 New
EWM
667
Elevation Wealth Management
Minnesota
$343K -$37.1K -235 -10%
LFS
668
Legacy Financial Strategies
Kansas
$341K – – –
SWP
669
Sagespring Wealth Partners
Tennessee
$340K +$46.7K +296 +17%
MFG
670
Magnus Financial Group
New York
$340K -$89.3K -566 -21%
FA
671
FSA Advisors
Michigan
$338K +$20.4K +129 +7%
LIA
672
LifePlan Investment Advisors
North Carolina
$335K -$1.26K -8 -0.4%
RWMH
673
Riverpoint Wealth Management Holdings
Illinois
$335K – – –
SDJVC
674
St. Denis J. Villere & Co
Louisiana
$335K – – –
EPM
675
Elm Partners Management
Pennsylvania
$334K +$13.4K +85 +4%