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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$722K -$3.25M -44,655 -83%
PFT
227
Providence First Trust
Arizona
$722K
CBN
228
Cadence Bank NA
Texas
$721K
LB
229
Legacy Bridge
Iowa
$706K
EAMA
230
EFG Asset Management (Americas)
Florida
$702K +$104K +1,426 +18%
PPA
231
Parametric Portfolio Associates
Washington
$690K -$319K -4,376 -33%
OPS
232
Orion Portfolio Solutions
Nebraska
$683K -$135K -1,861 -17%
HIA
233
Harbor Investment Advisory
Maryland
$677K -$279K -3,831 -30%
IWM
234
IHT Wealth Management
Illinois
$675K -$125K -1,717 -16%
GVAG
235
Great Valley Advisor Group
Delaware
$673K +$383K +5,265 +149%
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$671K -$8.3K -114 -1%
CAM
237
Cozad Asset Management
Illinois
$671K +$639K +8,772 New
BCM
238
BTR Capital Management
California
$653K
FFG
239
Fullen Financial Group
Ohio
$647K +$615K +8,452 New
NFG
240
Next Financial Group
Texas
$645K -$90K -1,237 -13%
Renaissance Technologies
241
Renaissance Technologies
New York
$628K +$197K +2,700 +49%
NFG
242
Nations Financial Group
Iowa
$624K +$63.8K +877 +12%
BA
243
Ballew Advisors
Mississippi
$619K +$79.9K +1,098 +16%
BC
244
Brinker Capital
Pennsylvania
$614K -$385K -5,296 -40%
SSB
245
Sandy Spring Bank
Maryland
$603K -$17.5K -241 -3%
NP
246
NorthRock Partners
Minnesota
$601K -$7.89M -108,393 -93%
AWM
247
Atticus Wealth Management
Florida
$601K -$454K -6,242 -44%
GT
248
Glenview Trust
Kentucky
$597K -$912K -12,534 -62%
PMG
249
Private Management Group
California
$595K
ASN
250
Advisory Services Network
Georgia
$586K -$127K -1,745 -19%