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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$3.62M +$747K +6,848 +25%
VW
152
Vance Wealth
California
$3.61M +$258K +2,363 +7%
IP
153
Investment Partners
Ohio
$3.56M +$14.3K +131 +0.4%
HSA
154
HBK Sorce Advisory
Pennsylvania
$3.51M -$4M -36,636 -53%
WP
155
WealthShield Partners
North Carolina
$3.5M +$403K +3,696 +13%
GVAG
156
Great Valley Advisor Group
Delaware
$3.49M -$1.15M -10,526 -24%
CCM
157
Condor Capital Management
New Jersey
$3.45M +$15.7K +144 +0.4%
PFM
158
Parsec Financial Management
North Carolina
$3.36M -$125K -1,145 -3%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$3.35M -$3.29M -30,200 -49%
LPIC
160
LeJeune Puetz Investment Counsel
Michigan
$3.19M – – –
FIM
161
Freedom Investment Management
Connecticut
$3.15M -$131K -1,197 -4%
AF
162
Advisornet Financial
Minnesota
$3.12M -$350K -3,209 -10%
DI
163
Disciplined Investments
Oklahoma
$3.1M +$4.25K +39 +0.1%
T. Rowe Price Associates
164
T. Rowe Price Associates
Maryland
$3.09M – – –
DIM
165
Delta Investment Management
California
$3.04M +$78K +715 +3%
WMWM
166
Whitaker-Myers Wealth Managers
Ohio
$3M +$1.26M +11,532 +69%
NFC
167
Northeast Financial Consultants
Connecticut
$2.95M – – –
KFP
168
KMG Fiduciary Partners
Ohio
$2.94M -$100K -920 -3%
MCCA
169
Mill Creek Capital Advisors
Pennsylvania
$2.94M +$14.5K +133 +0.5%
ONB
170
Old National Bancorp
Indiana
$2.89M -$109K -1,001 -4%
TWM
171
Tradition Wealth Management
Minnesota
$2.84M -$42.3K -388 -1%
EARNEST Partners
172
EARNEST Partners
Georgia
$2.84M -$4.78M -43,807 -62%
SFG
173
Sage Financial Group
Pennsylvania
$2.76M +$436 +4 +0%
PRWA
174
Platte River Wealth Advisors
Colorado
$2.76M -$769K -7,050 -21%
OC
175
Oppenheimer & Co
New York
$2.74M -$14.2K -130 -0.5%