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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
BTC Capital Management
Iowa
$636K +$639K +7,062 New
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$630K
MFW
228
Mosaic Family Wealth
Missouri
$618K -$6.25K -69 -0.9%
EWA
229
EP Wealth Advisors
California
$618K -$2.63K -29 -0.4%
TI
230
Truepoint Inc
Ohio
$612K
ZF
231
Zhang Financial
Michigan
$604K
DWA
232
Douglass Winthrop Advisors
New York
$600K
AAM
233
Autus Asset Management
Arizona
$596K +$9.96K +110 +2%
SAM
234
Silvercrest Asset Management
New York
$585K
NFG
235
Nations Financial Group
Iowa
$569K +$4.25K +47 +0.8%
SCM
236
SOL Capital Management
Maryland
$542K
CC
237
Courier Capital
New York
$540K -$11.1K -123 -2%
NPF
238
Norris Perne & French
Michigan
$538K +$196K +2,163 +57%
CAM
239
Cubic Asset Management
Massachusetts
$535K -$1.36K -15 -0.3%
PTC
240
Private Trust Company
Ohio
$527K +$39.2K +433 +8%
Comerica Bank
241
Comerica Bank
Texas
$523K -$73.6K -813 -12%
CCM
242
Cohen Capital Management
California
$514K +$996 +11 +0.2%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$512K +$513K +5,673 New
IWC
244
Integrated Wealth Concepts
Massachusetts
$509K -$213K -2,349 -29%
KWM
245
Kingsview Wealth Management
Oregon
$504K +$506K +5,587 New
ASN
246
Advisory Services Network
Georgia
$498K +$29K +320 +6%
CWM
247
Cranbrook Wealth Management
Michigan
$493K -$50.7K -560 -9%
CIC
248
Carnegie Investment Counsel
Ohio
$493K +$149K +1,650 +40%
MWM
249
Mission Wealth Management
California
$488K +$99.1K +1,095 +25%
FLI
250
Family Legacy Inc
South Carolina
$485K -$1.63K -18 -0.3%