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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
251
Naples Global Advisors
Florida
$275K – – –
SCM
252
Sterneck Capital Management
Missouri
$268K -$18.8K -250 -6%
3AM
253
3D Asset Management
Connecticut
$259K -$754 -10 -0.3%
PA
254
Pinnacle Associates
New York
$253K -$48.1K -638 -16%
CCA
255
Cobblestone Capital Advisors
New York
$252K – – –
JPTCCM
256
J.P. Turner & Co Capital Management
Georgia
$248K +$252K +3,337 New
1SB
257
1ST Source Bank
Indiana
$247K – – –
TSW
258
Thompson Siegel & Walmsley
Virginia
$247K +$11.3K +150 +5%
CFA
259
CT Financial Advisors
Pennsylvania
$247K – – –
MCC
260
Mid Continent Capital
Illinois
$243K – – –
IH
261
IFC Holdings
Florida
$225K -$4.75K -63 -2%
CPA
262
Capital Planning Advisors
California
$224K -$1.51K -20 -0.7%
PP
263
Pegasus Partners
Wisconsin
$219K +$223K +2,965 New
FA
264
FDx Advisors
Illinois
$218K +$222K +2,949 New
FTIOP
265
Fiduciary Trust International of Pennsylvania
Pennsylvania
$216K -$56.5K -750 -20%
BDF
266
Balasa Dinverno & Foltz
$207K – – –
Barclays
267
Barclays
United Kingdom
$207K +$138K +1,828 +183%
SGCA
268
Steel Grove Capital Advisors
Tennessee
$204K – – –
BAM
269
Berkshire Asset Management
Pennsylvania
$203K – – –
SYBT
270
Stock Yards Bank & Trust
Kentucky
$203K – – –
RIA
271
Regal Investment Advisors
Michigan
$170K – – –
IWMPD
272
Integrated Wealth Management (Palm Desert)
California
$161K – – –
LWM
273
LBA Wealth Management
Florida
$148K – – –
MBT
274
Monroe Bank & Trust
Michigan
$148K – – –
CC
275
Cassaday & Co
Virginia
$139K -$2.41K -32 -2%