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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
326
Capital Analysts LLC
Pennsylvania
$601K +$305K +2,933 +114%
FNBT
327
FineMark National Bank & Trust
Florida
$587K +$6.14K +59 +1%
CCM
328
Cohen Capital Management
California
$585K -$10.5K -101 -2%
TA
329
Tiedemann Advisors
New York
$583K +$556K +5,342 New
BFEC
330
Benjamin F. Edwards & Company
Missouri
$581K +$117K +1,128 +27%
AWM
331
Atticus Wealth Management
Florida
$577K -$128K -1,226 -19%
Luther King Capital Management (LKCM)
332
Luther King Capital Management (LKCM)
Texas
$577K – – –
Chevy Chase Trust
333
Chevy Chase Trust
Maryland
$566K +$166K +1,596 +44%
CGIM
334
Cannon Global Investment Management
Florida
$557K +$531K +5,100 New
MWM
335
Moulton Wealth Management
Washington
$556K +$519K +4,983 New
GPA
336
Guidance Point Advisors
Massachusetts
$555K +$1.88K +18 +0.4%
AA
337
Alesco Advisors
New York
$551K – – –
FWP
338
Falcon Wealth Planning
California
$547K -$2.4K -23 -0.5%
MOACM
339
Mutual of America Capital Management
New York
$537K – – –
PB
340
Pinnacle Bancorp
Nebraska
$533K +$248K +2,378 +95%
PFC
341
Phocas Financial Corp
California
$532K +$508K +4,873 New
IC
342
IEQ Capital
California
$531K +$506K +4,860 New
SFG
343
SNS Financial Group
Minnesota
$530K -$93.7K -900 -16%
AIC
344
Ameritas Investment Company
Nebraska
$519K +$19.8K +190 +4%
TGAM
345
TBH Global Asset Management
Tennessee
$518K +$4.79K +46 +1%
WWA
346
WC Walker & Associates
California
$509K -$238K -2,281 -33%
SWPG
347
Strategic Wealth Partners Group
Illinois
$494K +$60.5K +581 +15%
AW
348
ACG Wealth
Georgia
$490K +$208 +2 +0%
FUBT
349
First United Bank & Trust
Maryland
$489K -$13.5K -130 -3%
9WM
350
9258 Wealth Management
Ohio
$489K – – –