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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Diversify Wealth Management
Utah
$305K +$294K +1,980 New
CIBC World Market
652
CIBC World Market
Ontario, Canada
$304K +$85.3K +575 +38%
MWM
653
Modern Wealth Management
Kansas
$302K +$2.67K +18 +0.9%
RWM
654
Ritholtz Wealth Management
New York
$302K +$308K +2,072 New
LFS
655
Legacy Financial Strategies
Kansas
$302K – – –
CIA
656
Cape Investment Advisory
Georgia
$301K -$3.56K -24 -1%
CFG
657
Cooper Financial Group
California
$300K -$178K -1,198 -37%
RA
658
Ruggaard & Associates
Ohio
$300K – – –
OIA
659
OneDigital Investment Advisors
Kansas
$299K -$23.7K -160 -7%
VNIM
660
Vaughan Nelson Investment Management
Texas
$299K +$40.1K +270 +15%
SIC
661
Sterling Investment Counsel
New York
$298K -$171K -1,154 -36%
LIA
662
LifePlan Investment Advisors
North Carolina
$298K -$18.7K -126 -6%
RWMH
663
Riverpoint Wealth Management Holdings
Illinois
$297K – – –
SDJVC
664
St. Denis J. Villere & Co
Louisiana
$296K – – –
HCM
665
Howard Capital Management
Georgia
$295K – – –
VCA
666
Verdence Capital Advisors
Maryland
$292K +$17.2K +116 +6%
USB
667
Union Savings Bank
Connecticut
$290K – – –
SWA
668
Stratos Wealth Advisors
Ohio
$290K -$75.6K -509 -20%
KFI
669
Key Financial Inc
Pennsylvania
$288K – – –
MWP
670
Madison Wealth Partners
Wisconsin
$287K +$20K +135 +7%
SW
671
SkyOak Wealth
Michigan
$287K – – –
B
672
Bayban
Minnesota
$287K – – –
FHB
673
First Hawaiian Bank
Hawaii
$286K – – –
CCC
674
Compass Capital Corp
Massachusetts
$286K – – –
LFAS
675
Level Four Advisory Services
Texas
$283K +$445 +3 +0.2%