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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
$201K +$199K +2,396 New
VWA
327
V Wealth Advisors
Kansas
$200K -$20.6K -248 -9%
GLA
328
Great Lakes Advisors
Illinois
$200K -$12.6K -152 -6%
KIA
329
KCM Investment Advisors
California
$200K +$198K +2,380 New
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$195K +$164K +1,970 +566%
EWM
331
Evercore Wealth Management
New York
$193K – – –
PFBT
332
Parkside Financial Bank & Trust
Missouri
$190K -$64.9K -780 -26%
BWA
333
BDO Wealth Advisors
Florida
$177K +$175K +2,103 New
DADC
334
D.A. Davidson & Co
Montana
$176K +$23.2K +279 +15%
MBT
335
Monroe Bank & Trust
Michigan
$168K – – –
AWMS
336
Advocacy Wealth Management Services
Georgia
$157K – – –
BWA
337
Burt Wealth Advisors
Maryland
$144K – – –
AOWM
338
Alpha Omega Wealth Management
Virginia
$143K -$16.6K -200 -11%
BAM
339
Barrett Asset Management
New York
$132K – – –
GWS
340
Glassman Wealth Services
Virginia
$130K – – –
MFBTD
341
MB Financial Bank - Trust Department
Illinois
$126K – – –
FCB
342
First Command Bank
Texas
$126K +$31.2K +375 +33%
FCFS
343
First Command Financial Services
Texas
$126K +$31.2K +375 +33%
LCM
344
Liberty Capital Management
Michigan
$125K – – –
LM
345
Legg Mason
Maryland
$120K -$333 -4 -0.3%
ST
346
Smithfield Trust
Pennsylvania
$119K – – –
GRP
347
Global Retirement Partners
California
$116K +$24.6K +296 +27%
First Manhattan
348
First Manhattan
New York
$115K – – –
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
AIS
350
Accurate Investment Solutions
Pennsylvania
$104K -$4.61M -55,460 -98%