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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
676
Coston McIsaac & Partners
Maine
$195K
SWA
677
SOA Wealth Advisors
New York
$193K +$486 +4 +0.3%
DWA
678
Dougherty Wealth Advisers
Minnesota
$184K -$9.72K -80 -5%
PCA
679
Providence Capital Advisors
North Carolina
$180K
EWP
680
Elevation Wealth Partners
California
$176K +$486 +4 +0.3%
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$175K +$89.3K +735 +102%
CTB
682
Country Trust Bank
Illinois
$173K
VCM
683
Versant Capital Management
Arizona
$169K
CAS
684
Coppell Advisory Solutions
Texas
$165K +$166K +1,369 New
CWC
685
Carolinas Wealth Consulting
North Carolina
$159K
AIM
686
Anchor Investment Management
South Carolina
$158K
S
687
SignatureFD
Georgia
$156K
BA
688
Bristlecone Advisors
Washington
$156K +$157K +1,291 New
EWM
689
Evermay Wealth Management
Virginia
$154K -$4.25K -35 -3%
PA
690
Pineridge Advisors
Missouri
$151K -$6.68K -55 -4%
1832 Asset Management
691
1832 Asset Management
Ontario, Canada
$151K +$152K +1,251 New
CF
692
Centaurus Financial
California
$151K
GI
693
GAMMA Investing
California
$149K +$53.5K +440 +55%
TAM
694
Townsend Asset Management
North Carolina
$139K +$486 +4 +0.3%
KHC
695
Koesten Hirschmann & Crabtree
Kansas
$139K
DJSG
696
D.J. St. Germain
Massachusetts
$139K -$5.71K -47 -4%
AAP
697
Arax Advisory Partners
Colorado
$135K +$15.7K +129 +13%
OW
698
Olistico Wealth
Oklahoma
$135K +$136K +1,121 New
TCOV
699
Trust Company of Vermont
Vermont
$135K
PWMG
700
Prestige Wealth Management Group
New Jersey
$132K