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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
251
Montecito Bank & Trust
California
$459K – – –
FNBOO
252
First National Bank of Omaha
Nebraska
$457K -$56.7K -645 -11%
CCM
253
Colorado Capital Management
Colorado
$457K -$19.4K -221 -4%
WT
254
Washington Trust
Rhode Island
$453K – – –
RJT
255
Raymond James Trust
Florida
$453K +$24.4K +278 +6%
MOACM
256
Mutual of America Capital Management
New York
$453K +$193K +2,200 +75%
FNBT
257
FineMark National Bank & Trust
Florida
$443K +$58.9K +670 +15%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$442K +$6.15K +70 +1%
CBU
259
CIBC Bank USA
Illinois
$438K +$42.6K +485 +11%
IWP
260
Icon Wealth Partners
Texas
$436K -$167K -1,895 -28%
Two Sigma Advisers
261
Two Sigma Advisers
New York
$434K +$431K +4,900 New
ACI
262
Alpha Cubed Investments
California
$432K +$46.7K +531 +12%
SFA
263
Sequoia Financial Advisors
Ohio
$427K – – –
EA
264
Edge Advisors
Georgia
$425K – – –
BC
265
Brinker Capital
Pennsylvania
$418K -$1.57M -17,833 -79%
EAMA
266
EFG Asset Management (Americas)
Florida
$415K +$169K +1,919 +68%
AIM
267
Allen Investment Management
New York
$412K -$2.02K -23 -0.5%
EK
268
Evensky & Katz
Florida
$406K – – –
Franklin Resources
269
Franklin Resources
California
$401K -$154K -1,750 -28%
SWM
270
SVA Wealth Management
Wisconsin
$391K -$66.6K -758 -15%
AIG
271
American International Group
New York
$390K -$1.72M -19,600 -82%
CCP
272
Corient Capital Partners
California
$388K +$2.9K +33 +0.8%
MCM
273
Manchester Capital Management
Vermont
$387K -$5.01K -57 -1%
VDI
274
Vaughan David Investments
Illinois
$387K +$1.76K +20 +0.5%
MWM
275
Mission Wealth Management
California
$382K +$379K +4,315 New