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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
276
Franklin Resources
California
$645K +$138K +1,510 +29%
PTC
277
Private Trust Company
Ohio
$643K -$42.9K -470 -6%
TI
278
Truepoint Inc
Ohio
$643K – – –
MGIA
279
Moneta Group Investment Advisors
Missouri
$642K +$48.5K +531 +9%
FUBT
280
First United Bank & Trust
Maryland
$637K -$14.7K -161 -2%
MWM
281
Mission Wealth Management
California
$628K +$36.8K +403 +6%
CC
282
Courier Capital
New York
$627K +$457 +5 +0.1%
FMTC
283
Farmers & Merchants Trust Company
California
$623K – – –
BB
284
Busey Bank
Illinois
$621K +$153K +1,672 +34%
HB
285
Homrich & Berg
Georgia
$619K -$2.83K -31 -0.5%
FFN
286
Focus Financial Network
Minnesota
$618K +$10.5K +115 +2%
BCM
287
BTC Capital Management
Iowa
$610K -$40.2K -440 -6%
SWM
288
SeaCrest Wealth Management
New York
$610K -$4.38K -48 -0.7%
AAM
289
Autus Asset Management
Arizona
$607K -$9.59K -105 -2%
ZF
290
Zhang Financial
Michigan
$607K – – –
PJSIMP
291
P.J. Schmidt Investment Management (PJS)
Wisconsin
$597K +$18.3K +200 +3%
SAM
292
Silvercrest Asset Management
New York
$594K – – –
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$589K -$206K -2,258 -27%
PFS
294
Prospera Financial Services
Texas
$586K +$565K +6,182 New
KPW
295
Kore Private Wealth
New York
$575K – – –
CFG
296
Cooper Financial Group
California
$573K -$3.56K -39 -0.6%
TGAM
297
TBH Global Asset Management
Tennessee
$571K +$551K +6,029 New
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$556K +$450K +4,924 +524%
APP
299
Avantax Planning Partners
Iowa
$555K -$548 -6 -0.1%
FAAS
300
First Allied Advisory Services
California
$549K -$25.3K -277 -5%