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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
126
Kestra Private Wealth Services
Texas
$5.22M +$213K +1,905 +4%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$5.17M -$18.2K -163 -0.3%
PIA
128
Powell Investment Advisors
Florida
$5.1M +$704K +6,292 +14%
FFN
129
Focus Financial Network
Minnesota
$5.1M +$2.87M +25,648 +105%
BWA
130
Beam Wealth Advisors
Louisiana
$5.07M +$690K +6,172 +14%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$4.97M -$96.2K -860 -2%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$4.85M +$81.8K +732 +2%
BB
133
Berkshire Bank
Massachusetts
$4.69M -$186K -1,663 -3%
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$4.64M -$9.17K -82 -0.2%
RFC
135
Regions Financial Corp
Alabama
$4.54M +$243K +2,177 +5%
KFP
136
KMG Fiduciary Partners
Ohio
$4.52M -$284K -2,542 -5%
William Blair & Company
137
William Blair & Company
Illinois
$4.42M +$28.8K +258 +0.6%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$4.4M +$1.6M +14,339 +49%
SWM
139
Southern Wealth Management
Texas
$4.31M +$568K +5,079 +14%
EWA
140
EP Wealth Advisors
California
$4.18M +$660K +5,900 +17%
MG
141
Mather Group
Illinois
$4.15M -$2.01K -18 -0%
CB
142
Community Bank
New York
$4.03M -$22.4K -200 -0.5%
ECM
143
Evergreen Capital Management
Washington
$3.96M +$762K +6,814 +21%
CG
144
Corundum Group
Colorado
$3.91M +$4.3M +38,497 New
GVAG
145
Great Valley Advisor Group
Delaware
$3.89M +$426K +3,813 +11%
BlackRock
146
BlackRock
New York
$3.83M +$3.56M +31,803 +535%
HSA
147
HBK Sorce Advisory
Pennsylvania
$3.83M -$282K -2,521 -6%
GT
148
Glenmede Trust
Pennsylvania
$3.73M +$214K +1,911 +5%
EARNEST Partners
149
EARNEST Partners
Georgia
$3.71M +$1.84M +16,463 +82%
CAM
150
Cozad Asset Management
Illinois
$3.65M -$104K -927 -3%