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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCL
801
Wealth Care LLC
Florida
$216K +$208K +1,315 New
PCS
802
Personal CFO Solutions
New Jersey
$216K +$207K +1,311 New
OA
803
Operose Advisors
Wisconsin
$215K +$133K +841 +181%
WAL
804
W Advisors LLC
Tennessee
$214K +$206K +1,303 New
BBA
805
BLB&B Advisors
Pennsylvania
$214K +$205K +1,301 New
CF
806
Centaurus Financial
California
$214K +$3.47K +22 +2%
TBWA
807
Three Bridge Wealth Advisors
California
$214K +$205K +1,300 New
CA
808
Continuum Advisory
Idaho
$214K +$205K +1,298 New
FCFC
809
First Citizens Financial Corp
Iowa
$213K +$205K +1,297 New
MWA
810
Monograph Wealth Advisors
California
$213K +$205K +1,296 New
PAA
811
Peregrine Asset Advisers
Oregon
$213K +$204K +1,292 New
SAM
812
Synergy Asset Management
Washington
$212K -$44.5K -282 -18%
MHWM
813
Montz Harcus Wealth Management
Louisiana
$212K +$203K +1,289 New
OC
814
Oakworth Capital
Alabama
$211K
SRC
815
Shufro Rose & Co
New York
$211K +$202K +1,283 New
WB
816
West Bancorporation
Iowa
$210K -$147K -930 -42%
SDWMA
817
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$202K +1,278 New
TWM
818
Tanager Wealth Management
United Kingdom
$210K +$202K +1,278 New
FT
819
Fiduciary Trust
Massachusetts
$210K -$23K -146 -10%
BTIM
820
BancFirst Trust & Investment Management
Oklahoma
$210K +$201K +1,271 New
YIA
821
YHB Investment Advisors
Connecticut
$209K +$200K +1,270 New
NFP
822
Narus Financial Partners
Utah
$207K +$199K +1,260 New
WF
823
Welch & Forbes
Massachusetts
$207K +$198K +1,257 New
MIC
824
Means Investment Company
Maine
$206K -$163K -1,035 -45%
First Manhattan
825
First Manhattan
New York
$206K +$198K +1,254 New