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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEM
101
Strategic Equity Management
Arizona
$8.05M -$2.94M -26,971 -26%
FPIS
102
Financial Planning & Information Services
Wisconsin
$8.04M -$859K -7,869 -9%
KPWS
103
Kestra Private Wealth Services
Texas
$8.04M +$2.16M +19,793 +35%
MML Investors Services
104
MML Investors Services
Massachusetts
$7.74M -$1.2M -10,982 -13%
SC
105
Savant Capital
Illinois
$7.65M +$47.5K +435 +0.6%
SS
106
Simplicity Solutions
Minnesota
$7.45M +$5.45M +49,996 +248%
LNC
107
Lincoln National Corp
Pennsylvania
$7.41M -$84.6K -775 -1%
TSW
108
Thompson Siegel & Walmsley
Virginia
$7.37M -$9.63M -88,237 -56%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$7.21M -$341K -3,128 -4%
MCM
110
MAI Capital Management
Ohio
$7.06M -$344K -3,156 -5%
PAG
111
Private Advisor Group
New Jersey
$7.03M -$237K -2,168 -3%
WFA
112
WestHill Financial Advisors
California
$6.48M +$20.8K +191 +0.3%
IWA
113
Inspirion Wealth Advisors
Illinois
$6.42M -$60.1K -551 -0.9%
LI
114
Leeward Investments
Massachusetts
$6.38M -$2.29M -21,034 -26%
OAM
115
Occidental Asset Management
California
$6.38M -$3.06K -28 -0%
SW
116
Simplicity Wealth
New Jersey
$6.22M +$1.44M +13,226 +29%
NW
117
NewEdge Wealth
Pennsylvania
$6.18M +$36.5K +335 +0.6%
BWA
118
Beam Wealth Advisors
Louisiana
$6.12M -$120K -1,104 -2%
BFG
119
Bleakley Financial Group
New Jersey
$5.81M -$206K -1,888 -3%
FCAM
120
First Citizens Asset Management
North Carolina
$5.6M -$14M -128,373 -71%
PIA
121
Powell Investment Advisors
Florida
$5.57M +$47K +431 +0.8%
AI
122
Accredited Investors
Minnesota
$5.47M -$404K -3,702 -7%
SWM
123
Southern Wealth Management
Texas
$5.47M +$364K +3,337 +7%
ML
124
McAdam LLC
Pennsylvania
$5.42M +$1.92M +17,627 +53%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$5.36M -$861K -7,892 -14%