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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PC
251
Port Capital
Illinois
$893K -$367K -4,019 -30%
CWM
252
Cahaba Wealth Management
Georgia
$893K -$33.5K -367 -4%
CBN
253
Cadence Bank NA
Texas
$893K – – –
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$874K +$75.5K +827 +10%
AA
255
Alesco Advisors
New York
$853K -$38.4K -420 -4%
LW
256
Linscomb Wealth
Texas
$832K +$85.2K +933 +12%
SSB
257
Sandy Spring Bank
Maryland
$810K -$1.83K -20 -0.2%
MCWS
258
McKinley Carter Wealth Services
West Virginia
$804K -$183K -2,005 -19%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$797K +$358K +3,922 +87%
NFG
260
Nations Financial Group
Iowa
$790K +$15.9K +174 +2%
RMCM
261
Reynders McVeigh Capital Management
Massachusetts
$785K +$756K +8,278 New
PMG
262
Private Management Group
California
$737K – – –
IWC
263
Integrated Wealth Concepts
Massachusetts
$722K +$1.55K +17 +0.2%
CAL
264
Capital Analysts LLC
Pennsylvania
$717K +$16.7K +183 +2%
LB
265
Legacy Bridge
Iowa
$714K – – –
HCA
266
Harbour Capital Advisors
Virginia
$704K – – –
FCH
267
Freestone Capital Holdings
Washington
$679K – – –
FB
268
Fulton Bank
Pennsylvania
$675K – – –
MFW
269
Mosaic Family Wealth
Missouri
$664K +$4.02K +44 +0.6%
KWM
270
Kingsview Wealth Management
Oregon
$658K – – –
BA
271
Ballew Advisors
Mississippi
$655K -$22.1K -242 -3%
SWPG
272
Strategic Wealth Partners Group
Illinois
$653K -$89.2K -976 -12%
HCMT
273
Highland Capital Management (Tennessee)
Tennessee
$650K -$800K -8,760 -56%
TWP
274
Total Wealth Planning
Ohio
$649K -$6.39K -70 -1%
HNB
275
Huntington National Bank
Ohio
$647K – – –