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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$9.55M -$524K -3,832 -5%
TFCP
102
Twin Focus Capital Partners
Massachusetts
$9.55M -$2.87K -21 -0%
UB
103
UMB Bank
Missouri
$9.52M -$1.38M -10,107 -13%
XF
104
XML Financial
Maryland
$9.29M +$76.5K +560 +0.8%
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.27M +$509K +3,722 +6%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$8.82M +$64.7K +473 +0.8%
HBS
107
Howard Bailey Securities
Indiana
$8.79M +$255K +1,863 +3%
LI
108
LifeWealth Investments
Florida
$8.55M +$632K +4,624 +8%
NA
109
NewEdge Advisors
Louisiana
$8.51M +$137K +1,003 +2%
AI
110
Accredited Investors
Minnesota
$8.47M -$886K -6,480 -10%
PAS
111
Park Avenue Securities
New York
$8.17M +$414K +3,028 +5%
LEA
112
Legacy Edge Advisors
New York
$8.07M -$60.8K -445 -0.8%
IWA
113
Inspirion Wealth Advisors
Illinois
$8M +$88.8K +650 +1%
MCCA
114
Mill Creek Capital Advisors
Pennsylvania
$7.96M +$169K +1,235 +2%
SA
115
Sanctuary Advisors
Indiana
$7.79M +$62.1K +454 +0.8%
IWM
116
Inlight Wealth Management
Georgia
$7.71M -$15.6K -114 -0.2%
PAG
117
Private Advisor Group
New Jersey
$7.48M +$211K +1,544 +3%
PIA
118
Powell Investment Advisors
Florida
$7.37M -$80K -585 -1%
CG
119
Corundum Group
Colorado
$7.28M +$287K +2,103 +4%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$7.13M -$38.1K -279 -0.5%
KFP
121
KMG Fiduciary Partners
Ohio
$7.07M +$40.5K +296 +0.6%
JJBC
122
James J. Burns & Company
New York
$6.93M +$12.3K +90 +0.2%
MWM
123
Modera Wealth Management
New Jersey
$6.75M -$15.6K -114 -0.2%
ML
124
McAdam LLC
Pennsylvania
$6.63M -$225K -1,647 -3%
CI
125
Conning Inc
Connecticut
$6.57M – – –