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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWA
251
SteelBridge Private Wealth Advisors
Florida
$561K
Franklin Resources
252
Franklin Resources
California
$560K -$89.3K -1,028 -14%
FNBOO
253
First National Bank of Omaha
Nebraska
$551K +$128K +1,476 +31%
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$543K -$26.1K -300 -5%
HB
255
Homrich & Berg
Georgia
$534K +$99.2K +1,141 +24%
CAM
256
Cubic Asset Management
Massachusetts
$527K +$19.7K +227 +4%
FAAS
257
First Allied Advisory Services
California
$526K +$38.3K +441 +8%
NI
258
Nuance Investments
Missouri
$526K +$512K +5,895 New
EWA
259
EP Wealth Advisors
California
$523K +$63.9K +735 +14%
IA
260
IFG Advisory
Georgia
$511K +$498K +5,734 New
TBA
261
Train Babcock Advisors
New York
$508K +$495K +5,700 New
CCM
262
Cohen Capital Management
California
$506K +$3.65K +42 +0.7%
BCM
263
BTC Capital Management
Iowa
$497K +$152K +1,745 +46%
DADC
264
D.A. Davidson & Co
Montana
$489K +$200K +2,300 +72%
BRF
265
B. Riley Financial
California
$484K -$7.47K -86 -2%
FLI
266
Family Legacy Inc
South Carolina
$484K +$472K +5,432 New
WT
267
Washington Trust
Rhode Island
$474K -$4.34K -50 -0.9%
EK
268
Evensky & Katz
Florida
$470K +$4.87K +56 +1%
FFBTD
269
First Financial Bank - Trust Division
Ohio
$465K
MWAC
270
Mariner Wealth Advisors (Cincinnati)
Ohio
$462K +$49K +564 +12%
CNBT
271
Canandaigua National Bank & Trust
New York
$457K
PTC
272
Private Trust Company
Ohio
$455K
SWPG
273
Strategic Wealth Partners Group
Illinois
$452K
AI
274
Atria Investments
North Carolina
$450K +$10.3K +119 +2%
SIM
275
SSI Investment Management
California
$437K -$348 -4 -0.1%