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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Montag & Associates
Georgia
$45K
SIAP
652
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K
HWM
653
Horizons Wealth Management
North Carolina
$43K +$41.7K +373 New
AIC
654
Archer Investment Corporation
Indiana
$42.6K
CFO
655
CVA Family Office
Colorado
$42K
EWM
656
Endurance Wealth Management
Rhode Island
$42K
UCB
657
United Community Bank
South Carolina
$41.8K
ACA
658
Aptus Capital Advisors
Alabama
$41K
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$41K +$45.4K +406 New
TWC
660
TD Waterhouse Canada
Ontario, Canada
$39.9K +$33.5K +300 New
TWA
661
TCI Wealth Advisors
Arizona
$39K +$224 +2 +0.5%
HPC
662
HM Payson & Co
Maine
$38K
CSB
663
City State Bank
Iowa
$38K +$2.24K +20 +6%
NF
664
Norwood Financial
Pennsylvania
$37K
NSB
665
Norway Savings Bank
Maine
$36K
WAM
666
Worth Asset Management
Texas
$34K +$10.3K +92 +38%
BFO
667
Biltmore Family Office
North Carolina
$31K
MFC
668
Mechanics Financial Corp
Ohio
$30K
PFSC
669
Peoples Financial Services Corp
Pennsylvania
$30K
TCWA
670
Ten Capital Wealth Advisors
Washington
$28K -$5.03K -45 -14%
DMKJ
671
David M. Knott Jr
$28K +$30.5K +273 New
WBC
672
West Branch Capital
Massachusetts
$27K -$15.1K -135 -33%
FWM
673
Focused Wealth Management
New York
$27K
BCM
674
Bourgeon Capital Management
Connecticut
$26K
CAL
675
Capital Advisors Ltd
Ohio
$26K