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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
151
LeJeune Puetz Investment Counsel
Michigan
$3.96M
ECM
152
Evergreen Capital Management
Washington
$3.85M +$185K +1,574 +5%
IP
153
Investment Partners
Ohio
$3.79M +$192K +1,630 +5%
MA
154
MUFG Americas
New York
$3.79M -$371K -3,147 -9%
HF
155
HRT Financial
New York
$3.75M +$2.56M +21,775 +228%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$3.71M -$359K -3,048 -9%
CCM
157
Condor Capital Management
New Jersey
$3.67M +$88.8K +754 +3%
DWP
158
Destiny Wealth Partners
Florida
$3.66M +$3.48M +29,515 +2,661%
FIM
159
Freedom Investment Management
Connecticut
$3.65M -$4.79M -40,641 -57%
AF
160
Advisornet Financial
Minnesota
$3.65M +$144K +1,225 +4%
AWS
161
Atria Wealth Solutions
New York
$3.54M +$3.49M +29,622 New
AI
162
Atria Investments
North Carolina
$3.54M +$2.14M +18,139 +159%
ANB
163
Amarillo National Bank
Texas
$3.51M -$100K -849 -3%
HGWM
164
Horst & Graben Wealth Management
Oregon
$3.5M -$421K -3,578 -11%
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
$3.48M
BCI
166
Brinker Capital Investments
Pennsylvania
$3.47M +$716K +6,084 +27%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3.47M +$643K +5,464 +23%
SS
168
Simplicity Solutions
Minnesota
$3.47M -$790K -6,707 -19%
APA
169
American Portfolios Advisors
New York
$3.4M +$328K +2,783 +11%
RFWA
170
RPg Family Wealth Advisory
Massachusetts
$3.33M -$140K -1,191 -4%
DI
171
Disciplined Investments
Oklahoma
$3.33M -$28.4K -241 -0.9%
NFC
172
Northeast Financial Consultants
Connecticut
$3.32M
AB
173
Atlas Brown
Kentucky
$3.27M +$13.5K +115 +0.4%
MCA
174
MSH Capital Advisors
Arizona
$3.16M +$818K +6,950 +36%
SFG
175
Sage Financial Group
Pennsylvania
$3.15M -$7.06K -60 -0.2%