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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Community Bank
New York
$3.73M +$97.4K +1,155 +3%
Creative Planning
127
Creative Planning
Kansas
$3.5M -$237K -2,815 -7%
CG
128
Corundum Group
Colorado
$3.44M -$1.66M -19,720 -33%
RWP
129
RWA Wealth Partners
Massachusetts
$3.12M +$1.16M +13,726 +62%
IP
130
Investment Partners
Ohio
$3.08M +$216K +2,562 +8%
APA
131
American Portfolios Advisors
New York
$3.04M +$192K +2,271 +7%
SPL
132
Smart Portfolios LLC
Washington
$2.91M -$4.16M -49,346 -60%
SWM
133
Strategic Wealth Management
Washington
$2.91M -$4.02M -47,638 -59%
LPIC
134
LeJeune Puetz Investment Counsel
Michigan
$2.87M – – –
GWMIA
135
Global Wealth Management Investment Advisory
Florida
$2.75M +$579K +6,866 +28%
WT
136
Whittier Trust
California
$2.67M -$75.9K -900 -3%
PFA
137
Pure Financial Advisors
California
$2.66M -$69.2K -821 -3%
BA
138
BKS Advisors
Michigan
$2.64M -$16.5K -196 -0.6%
Kovitz Investment Group Partners
139
Kovitz Investment Group Partners
Illinois
$2.59M +$2.25M +26,725 +875%
SFG
140
Sage Financial Group
Pennsylvania
$2.52M -$49K -581 -2%
SQA
141
Simon Quick Advisors
New Jersey
$2.51M -$718K -8,509 -23%
BlackRock
142
BlackRock
New York
$2.48M -$2.74M -32,546 -53%
HFS
143
HL Financial Services
Kentucky
$2.47M -$278K -3,299 -10%
NFC
144
Northeast Financial Consultants
Connecticut
$2.42M +$3.21K +38 +0.1%
CL
145
Choreo LLC
Illinois
$2.42M -$34.3K -407 -1%
RC
146
Rinet Company
Massachusetts
$2.4M -$111K -1,312 -5%
FNT
147
First National Trust
Pennsylvania
$2.38M +$338K +4,009 +17%
GIM
148
Goelzer Investment Management
Indiana
$2.25M -$31K -368 -1%
ANB
149
Amarillo National Bank
Texas
$2.24M -$138K -1,631 -6%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$2.19M +$1.41M +16,664 +692%