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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
826
YHB Investment Advisors
Connecticut
$209K +$200K +1,270 New
NFP
827
Narus Financial Partners
Utah
$207K +$199K +1,260 New
PGFG
828
Pine Grove Financial Group
Minnesota
$207K +$199K +1,258 New
WF
829
Welch & Forbes
Massachusetts
$207K +$198K +1,257 New
MIC
830
Means Investment Company
Maine
$206K -$163K -1,035 -45%
First Manhattan
831
First Manhattan
New York
$206K +$198K +1,254 New
CCG
832
Cypress Capital Group
Florida
$206K +$198K +1,252 New
PCA
833
Providence Capital Advisors
North Carolina
$205K – – –
WI
834
WrapManager Inc
California
$204K +$196K +1,239 New
MAM
835
Madison Asset Management
Wisconsin
$203K +$195K +1,234 New
HR
836
Howe & Rusling
New York
$202K +$136K +864 +239%
APFP
837
Action Point Financial Planning
Michigan
$201K +$193K +1,223 New
TAM
838
Townsend Asset Management
North Carolina
$196K +$631 +4 +0.3%
BFPW
839
BOK Financial Private Wealth
Colorado
$192K +$156K +988 +546%
TAP
840
Tounjian Advisory Partners
Florida
$189K +$181K +1,146 New
AI
841
Ariel Investments
Illinois
$188K – – –
DJSG
842
D.J. St. Germain
Massachusetts
$185K – – –
SIM
843
Synergy Investment Management
Florida
$183K +$8.84K +56 +5%
PAG
844
Paladin Advisory Group
Iowa
$183K -$6.47K -41 -4%
GI
845
GAMMA Investing
California
$177K +$11.8K +75 +7%
PWMG
846
Prestige Wealth Management Group
New Jersey
$177K – – –
HPIA
847
Hamilton Point Investment Advisors
North Carolina
$171K – – –
RFS
848
Richardson Financial Services
Massachusetts
$168K – – –
IFWM
849
Institute for Wealth Management
Colorado
$166K +$159K +1,010 New
HNW
850
High Note Wealth
Minnesota
$163K – – –