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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
226
Verity Asset Management
North Carolina
$286K -$55.2K -770 -16%
PA
227
Pinnacle Associates
New York
$285K -$11.2K -156 -4%
CL
228
CSS LLC
Illinois
$280K
FIM
229
Freedom Investment Management
Connecticut
$280K +$25.8K +360 +10%
LFG
230
LifePlan Financial Group
Ohio
$277K -$2.45M -34,227 -90%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$277K +$1.29K +18 +0.5%
AIM
232
Allen Investment Management
New York
$276K +$283K +3,947 New
IH
233
IFC Holdings
Florida
$256K +$1K +14 +0.4%
MBT
234
Monroe Bank & Trust
Michigan
$245K
CCMG
235
Clark Capital Management Group
Pennsylvania
$239K -$51.1M -713,194 -100%
CCA
236
Cobblestone Capital Advisors
New York
$239K
1SB
237
1ST Source Bank
Indiana
$235K
SGCA
238
Steel Grove Capital Advisors
Tennessee
$216K +$221K +3,080 New
CS
239
Comerica Securities
Michigan
$211K +$216K +3,019 New
AAS
240
Annex Advisory Services
Wisconsin
$208K -$12.3K -171 -5%
MIM
241
Marco Investment Management
Georgia
$208K
BPBT
242
Boston Private Bank & Trust
Massachusetts
$206K
PTC
243
Private Trust Company
Ohio
$200K
BGIM
244
Brandywine Global Investment Management
Pennsylvania
$192K +$10K +140 +5%
HCM
245
Horrell Capital Management
Arkansas
$179K +$13.6K +190 +8%
TSW
246
Thompson Siegel & Walmsley
Virginia
$143K -$1.58M -21,999 -91%
LWM
247
LBA Wealth Management
Florida
$140K
NFC
248
Northeast Financial Consultants
Connecticut
$135K +$4.52K +63 +0.6%
Barclays
249
Barclays
United Kingdom
$119K
PO
250
Private Ocean
California
$118K