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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
751
Capital Performance Advisors
California
$219K -$15.6K -105 -7%
AIA
752
Arbor Investment Advisors
North Carolina
$218K – – –
AIP
753
Almanack Investment Partners
Pennsylvania
$217K – – –
FTC
754
Farmers Trust Company
Ohio
$216K – – –
FSA
755
Financial Sense Advisors
California
$216K – – –
ZIM
756
Zacks Investment Management
Illinois
$214K +$218K +1,471 New
IBOK
757
Independence Bank of Kentucky
Kentucky
$213K -$11.1K -75 -5%
SFG
758
Synergy Financial Group
California
$212K +$216K +1,455 New
TTWM
759
TCV Trust & Wealth Management
Virginia
$211K – – –
EAN
760
Excelsior Advisor Network
Colorado
$210K +$213K +1,438 New
1832 Asset Management
761
1832 Asset Management
Ontario, Canada
$209K – – –
FT
762
Fiduciary Trust
Massachusetts
$207K -$112K -754 -35%
ML
763
MLP3 LLC
New Jersey
$207K – – –
PFG
764
Pacific Financial Group
Washington
$206K +$210K +1,415 New
FCAS
765
First Command Advisory Services
Texas
$206K – – –
AIA
766
Accelerate Investment Advisors
California
$206K +$210K +1,413 New
PWMAG
767
Pinnacle Wealth Management Advisory Group
New Jersey
$206K +$210K +1,412 New
IAS
768
Insigneo Advisory Services
Florida
$205K +$209K +1,410 New
CWP
769
Cyndeo Wealth Partners
Florida
$205K -$220K -1,482 -51%
VCM
770
Vivaldi Capital Management
Illinois
$205K +$209K +1,405 New
Lazard Asset Management
771
Lazard Asset Management
New York
$204K – – –
LG
772
LaFleur & Godfrey
Michigan
$204K +$208K +1,398 New
TAM
773
Titleist Asset Management
Texas
$204K +$207K +1,396 New
VCM
774
Versant Capital Management
Arizona
$203K -$445 -3 -0.2%
NEPWA
775
New England Private Wealth Advisors
Massachusetts
$203K -$33.8K -228 -14%