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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Winfield Associates
Ohio
$60K +$58.6K +920 New
Lazard Asset Management
252
Lazard Asset Management
New York
$59K +$57.3K +900 New
MAS
253
Madden Advisory Services
Florida
$55K
MAM
254
Meeder Asset Management
Ohio
$52K +$48.4K +760 +2,111%
PSI
255
Pinnacle Summer Investments
Virginia
$48K
CAL
256
Capital Analysts LLC
Pennsylvania
$39.4K +$38.2K +600 New
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$30K
TCOV
258
Trust Company of Vermont
Vermont
$23K +$22.3K +350 New
EWM
259
Evercore Wealth Management
New York
$22K
BBPWM
260
Blue Bell Private Wealth Management
Pennsylvania
$20K +$19.1K +300 New
FWM
261
Focused Wealth Management
New York
$18K -$15.4K -242 -47%
MWP
262
MYCIO Wealth Partners
Pennsylvania
$18K
HRIA
263
Haberer Registered Investment Advisor
Ohio
$17K
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$14.8K +232 New
JFA
265
JNBA Financial Advisors
Minnesota
$15K
VIA
266
Vantage Investment Advisors
Pennsylvania
$14K +$13.1K +206 New
PSUF
267
People's United Financial
Connecticut
$12K
BFEC
268
Benjamin F. Edwards & Company
Missouri
$10K
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$10K
S
270
SignatureFD
Georgia
$10K
CP
271
Corbenic Partners
Pennsylvania
$9K
WEC
272
Winslow Evans & Crocker
Massachusetts
$7K +$7.07K +111 New
WOC
273
West Oak Capital
California
$6.57K
OIA
274
Optimum Investment Advisors
Illinois
$6K
RWM
275
Raffa Wealth Management
District of Columbia
$5.09K +$4.39K +69 New