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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
301
Global Trust Asset Management
Florida
$731K +$208 +2 +0%
SWP
302
Summit Wealth Partners
Florida
$728K +$294K +2,827 +74%
BlackRock
303
BlackRock
New York
$724K -$4.67M -44,803 -87%
KWM
304
Kingsview Wealth Management
Oregon
$722K +$156K +1,497 +30%
FMTC
305
Farmers & Merchants Trust Company
California
$719K – – –
PCG
306
Private Capital Group
Connecticut
$719K +$40.5K +389 +6%
FCH
307
Freestone Capital Holdings
Washington
$717K -$10.5K -101 -2%
RIM
308
Rockbridge Investment Management
New York
$714K -$104 -1 -0%
CG
309
Colony Group
Massachusetts
$713K +$18.3K +176 +3%
AAM
310
Autus Asset Management
Arizona
$711K +$59.4K +570 +10%
MA
311
MCF Advisors
Kentucky
$703K – – –
HB
312
Homrich & Berg
Georgia
$699K +$12.8K +123 +2%
CWM
313
Cahaba Wealth Management
Georgia
$674K +$4.58K +44 +0.7%
GT
314
Glenview Trust
Kentucky
$668K – – –
ACA
315
Anchor Capital Advisors
Massachusetts
$659K -$20.3M -195,167 -97%
CAC
316
Certified Advisory Corp
Florida
$659K +$628K +6,029 New
MWP
317
MYCIO Wealth Partners
Pennsylvania
$656K – – –
GM
318
GeoWealth Management
Illinois
$647K -$2.1M -20,150 -77%
BB
319
Busey Bank
Illinois
$645K – – –
TWP
320
Total Wealth Planning
Ohio
$627K -$96.8K -929 -14%
TI
321
Truepoint Inc
Ohio
$624K -$112K -1,074 -16%
DWA
322
Douglass Winthrop Advisors
New York
$623K – – –
JWCA
323
J.W. Cole Advisors
Florida
$618K +$224K +2,147 +61%
CWM
324
Cornerstone Wealth Management
Missouri
$615K +$34.8K +334 +6%
CAM
325
Cubic Asset Management
Massachusetts
$614K -$3.65K -35 -0.6%