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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWMCB
226
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$352K
PTC
227
Private Trust Company
Ohio
$352K +$3.73K +50 +1%
DADC
228
D.A. Davidson & Co
Montana
$351K -$25.9K -347 -7%
BB
229
Busey Bank
Illinois
$350K +$10.9K +146 +3%
SHWM
230
Smith & Howard Wealth Management
Georgia
$346K
BFPW
231
BOK Financial Private Wealth
Colorado
$345K
UBWV
232
United Bank (West Virginia)
West Virginia
$345K
PAS
233
Partnervest Advisory Services
California
$337K +$334K +4,476 New
CDIA
234
Capital Directions Investment Advisors
Georgia
$328K
DMC
235
Drexel Morgan & Co
Pennsylvania
$327K +$324K +4,350 New
DY
236
Dowling & Yahnke
California
$325K -$9.7K -130 -3%
JHC
237
JFB Holdings Corp
Georgia
$319K -$9.32K -125 -3%
GWS
238
Glassman Wealth Services
Virginia
$317K
PWM
239
Perigon Wealth Management
California
$315K +$298 +4 +0.1%
BEAM
240
Baker Ellis Asset Management
Washington
$313K
MC
241
Mathes Company
New York
$308K
Chevy Chase Trust
242
Chevy Chase Trust
Maryland
$307K -$29.8K -400 -9%
PA
243
Pinnacle Associates
New York
$306K
FDCC
244
Foster Dykema Cabot & Co
Massachusetts
$303K
HW
245
Hancock Whitney
Mississippi
$301K +$299K +4,005 New
AIM
246
Allen Investment Management
New York
$292K
MCWS
247
McKinley Carter Wealth Services
West Virginia
$292K +$597 +8 +0.2%
SCM
248
Sterneck Capital Management
Missouri
$292K +$290K +3,885 New
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K +$221K +2,965 +357%
NGA
250
Naples Global Advisors
Florida
$281K +$278K +3,730 New