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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Alesco Advisors
New York
$582K -$8.32K -100 -1%
CWM
227
Cranbrook Wealth Management
Michigan
$572K -$14K -168 -2%
BCM
228
Brookstone Capital Management
Illinois
$570K +$70.6K +848 +14%
TI
229
Truepoint Inc
Ohio
$567K +$3.33K +40 +0.6%
VF
230
Virtu Financial
New York
$565K +$559K +6,723 New
SI
231
SII Investments
Wisconsin
$555K -$1.91K -23 -0.3%
MFW
232
Mosaic Family Wealth
Missouri
$554K -$152K -1,822 -22%
MC
233
Mathes Company
New York
$542K
CC
234
Courier Capital
New York
$540K
MAM
235
Meeder Asset Management
Ohio
$534K -$173K -2,074 -25%
CAL
236
Capital Analysts LLC
Pennsylvania
$532K
FNBT
237
FineMark National Bank & Trust
Florida
$530K -$2.91K -35 -0.6%
SPWA
238
SteelBridge Private Wealth Advisors
Florida
$529K
SWM
239
SVA Wealth Management
Wisconsin
$514K +$2.25K +27 +0.4%
SHWM
240
Smith & Howard Wealth Management
Georgia
$513K
FLI
241
Family Legacy Inc
South Carolina
$493K -$21.1K -254 -4%
TBA
242
Train Babcock Advisors
New York
$479K
CAM
243
Cubic Asset Management
Massachusetts
$478K -$2K -24 -0.4%
CCM
244
Cohen Capital Management
California
$472K
BP
245
Ballentine Partners
Massachusetts
$469K +$40.5K +487 +10%
FNBOO
246
First National Bank of Omaha
Nebraska
$455K +$4.16K +50 +0.9%
WT
247
Washington Trust
Rhode Island
$453K
Bessemer Group
248
Bessemer Group
New Jersey
$448K +$385K +4,632 +662%
SIM
249
SSI Investment Management
California
$447K -$914K -10,984 -67%
EWA
250
EP Wealth Advisors
California
$443K -$16.5K -198 -4%