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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
701
Northwest Financial Advisors
Virginia
$101K +$92.8K +871 New
OHWP
702
Oak Harbor Wealth Partners
North Carolina
$99.2K +$959 +9 +1%
EWM
703
EPG Wealth Management
Georgia
$96.5K +$639 +6 +0.7%
HPIA
704
Hamilton Point Investment Advisors
North Carolina
$94.7K
PK
705
Pflug Koory
Nebraska
$94K
FGAM
706
Financial Gravity Asset Management
Texas
$93.9K +$85.8K +805 +26,833%
WTA
707
Washington Trust Advisors
Massachusetts
$93K -$639 -6 -0.7%
CFD
708
Creative Financial Designs
Indiana
$91.3K
BWM
709
Baystate Wealth Management
Massachusetts
$87K +$8.1K +76 +11%
CSWM
710
Cassady Schiller Wealth Management
Ohio
$86.4K +$11.2K +105 +16%
OC
711
Oakworth Capital
Alabama
$84.1K +$2.66K +25 +4%
TC
712
Trust Company
Kansas
$83.4K
DWMG
713
DB Wealth Management Group
California
$83.3K
RFA
714
Resurgent Financial Advisors
Georgia
$81.8K +$32.1K +301 +75%
CAM
715
Creekmur Asset Management
Illinois
$80.9K +$74.2K +696 New
NSIM
716
North Star Investment Management
Illinois
$80.4K
GI
717
GAMMA Investing
California
$79.1K +$73.8K +693 New
SC
718
Steph & Co
Wisconsin
$79K -$9.16K -86 -11%
CT
719
Cambridge Trust
Massachusetts
$76.8K -$26.7K -251 -28%
CPA
720
Cardiff Park Advisors
California
$76.3K +$639 +6 +0.9%
AAG
721
Armstrong Advisory Group
Massachusetts
$75.8K -$6.5K -61 -9%
OSAM
722
O'Shaughnessy Asset Management
Connecticut
$71.8K +$23.3K +219 +55%
PWM
723
Provident Wealth Management
Tennessee
$69.3K
First Manhattan
724
First Manhattan
New York
$68.8K
1832 Asset Management
725
1832 Asset Management
Ontario, Canada
$67.1K