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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
176
Widmann Financial Services
Maryland
$3.85M +$159K +1,137 +4%
FWP
177
Falcon Wealth Planning
California
$3.76M -$119K -854 -3%
CHC
178
City Holding Co
West Virginia
$3.76M +$30.8K +220 +0.8%
CWM
179
Connecticut Wealth Management
Connecticut
$3.65M -$239K -1,707 -6%
FCP
180
Fidelis Capital Partners
Florida
$3.64M -$67.2K -481 -2%
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$3.6M -$636K -4,549 -15%
Cerity Partners
182
Cerity Partners
New York
$3.49M +$1.13M +8,117 +49%
OAM
183
Oppenheimer Asset Management
New York
$3.46M +$3.43M +24,537 New
HAFS
184
Hapanowicz & Associates Financial Services
Pennsylvania
$3.44M -$44.5K -318 -1%
SPC
185
Sigma Planning Corp
Michigan
$3.39M +$233K +1,667 +7%
VW
186
Vance Wealth
California
$3.38M -$245K -1,749 -7%
SFG
187
Sage Financial Group
Pennsylvania
$3.38M -$107K -765 -3%
HSA
188
HBK Sorce Advisory
Pennsylvania
$3.37M -$36.2K -259 -1%
PWAM
189
Private Wealth Asset Management
Iowa
$3.36M +$146K +1,046 +5%
JWCA
190
J.W. Cole Advisors
Florida
$3.36M +$1.57M +11,237 +76%
MCA
191
MSH Capital Advisors
Arizona
$3.35M – – –
HIA
192
Harbor Investment Advisory
Maryland
$3.35M +$15.7K +112 +0.5%
Brown Advisory
193
Brown Advisory
Maryland
$3.29M +$72.1K +516 +2%
ET
194
Equitable Trust
Tennessee
$3.29M +$163K +1,168 +5%
Citadel Advisors
195
Citadel Advisors
Florida
$3.27M +$2.99M +21,369 +1,181%
RWP
196
RWA Wealth Partners
Massachusetts
$3.25M – – –
MEG
197
Millstone Evans Group
Colorado
$3.21M +$223K +1,596 +8%
ANB
198
Amarillo National Bank
Texas
$3.19M – – –
CCM
199
Condor Capital Management
New Jersey
$3.09M -$14.7K -105 -0.5%
IA
200
IFP Advisors
Florida
$3.08M +$1.01M +7,219 +49%