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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
801
High Note Wealth
Minnesota
$145K – – –
DSC
802
Duncker Streett & Co
Missouri
$140K – – –
MPCG
803
Matrix Private Capital Group
New York
$138K – – –
RWM
804
Rialto Wealth Management
New York
$133K -$30K -202 -18%
MCA
805
Midwest Capital Advisors
Michigan
$133K – – –
CAL
806
Capital Analysts LLC
Pennsylvania
$132K -$557K -3,750 -81%
BH
807
Burk Holdings
Oklahoma
$131K +$134K +902 New
National Bank of Canada
808
National Bank of Canada
Quebec, Canada
$129K -$28.4K -191 -18%
PWMG
809
Private Wealth Management Group
New Jersey
$129K – – –
OHWP
810
Oak Harbor Wealth Partners
North Carolina
$126K – – –
TFGT
811
TS Financial Group (TSFG)
Illinois
$125K -$108K -730 -46%
EWP
812
Elevation Wealth Partners
California
$123K +$445 +3 +0.4%
PK
813
Pflug Koory
Nebraska
$118K – – –
CFD
814
Creative Financial Designs
Indiana
$117K +$3.12K +21 +3%
BFS
815
Bare Financial Services
Pennsylvania
$114K – – –
HIW
816
Holos Integrated Wealth
Pennsylvania
$114K – – –
CA
817
CoreCap Advisors
Michigan
$113K -$5.11M -34,416 -98%
AA
818
Addison Advisors
Vermont
$108K – – –
BW
819
Basepoint Wealth
Iowa
$108K +$297 +2 +0.3%
NRC
820
New Republic Capital
North Carolina
$107K +$5.49K +37 +5%
CI
821
CX Institutional
Indiana
$107K -$21.1K -142 -16%
TC
822
Trust Company
Kansas
$104K – – –
HAP
823
Harbor Asset Planning
Massachusetts
$101K +$445 +3 +0.4%
PAM
824
Parvin Asset Management
South Dakota
$101K – – –
DWA
825
Dougherty Wealth Advisers
Minnesota
$99.5K -$34.9K -235 -26%