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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Pinnacle Associates
New York
$312K +$310K +3,528 New
AWA
302
Artemis Wealth Advisors
New York
$310K – – –
CAG
303
Crestwood Advisors Group
Massachusetts
$309K +$303K +3,451 New
BFIM
304
Beese Fulmer Investment Management
Ohio
$308K – – –
NWP
305
Northstar Wealth Partners
Connecticut
$307K +$13.4K +153 +5%
VWA
306
V Wealth Advisors
Kansas
$307K +$17.5K +199 +6%
PWMAG
307
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$303K +3,450 New
CAW
308
Cornerstone Advisors (Washington)
Washington
$299K -$17.4K -198 -6%
AI
309
Accredited Investors
Minnesota
$299K -$14.6K -166 -5%
UBV
310
United Bank (Virginia)
Virginia
$298K -$17.6K -200 -6%
FCAG
311
First Capital Advisors Group
New Jersey
$298K – – –
DY
312
Dowling & Yahnke
California
$297K – – –
CCA
313
Cobblestone Capital Advisors
New York
$296K – – –
VA
314
Valmark Advisers
Ohio
$292K +$9.93K +113 +4%
HCIA
315
Hochman Cole Investment Advisors
Illinois
$290K +$25.1K +286 +10%
SXL
316
Summit X LLC
Missouri
$288K -$99.8K -1,135 -26%
Kovitz Investment Group Partners
317
Kovitz Investment Group Partners
Illinois
$287K – – –
AI
318
Atria Investments
North Carolina
$285K -$2.02K -23 -0.7%
AP
319
Appleton Partners
Massachusetts
$278K -$16K -182 -5%
AWA
320
Arete Wealth Advisors
Illinois
$276K +$50.8K +578 +23%
CDIA
321
Capital Directions Investment Advisors
Georgia
$273K – – –
NI
322
Nuance Investments
Missouri
$272K -$319K -3,630 -54%
DJSG
323
D.J. St. Germain
Massachusetts
$271K +$57.1K +650 +27%
MCM
324
MV Capital Management
Maryland
$267K – – –
PAI
325
Pittenger & Anderson Inc
Nebraska
$265K – – –