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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
351
Liberty Capital Management
Michigan
$78K -$50.3K -600 -40%
UBS AM
352
UBS AM
Illinois
$73.5K -$64.2M -766,383 -100%
BL
353
Balentine LLC
Georgia
$70K
WA
354
Winfield Associates
Ohio
$68K
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$68K +$13.4K +160 +25%
OAM
356
Oppenheimer Asset Management
New York
$63K -$17K -203 -22%
TCOV
357
Trust Company of Vermont
Vermont
$62K
FFC
358
First Financial Corp
Indiana
$57K +$46.8K +558 +465%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$54K
GBBWRPM
360
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$52K +$168 +2 +0.3%
WC
361
Whitnell & Co
Illinois
$51K
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$51K +$28.2K +337 +131%
CIM
363
Contravisory Investment Management
Massachusetts
$49K +$48.4K +577 New
RWM
364
Raffa Wealth Management
District of Columbia
$45.9K +$45.3K +540 New
FWM
365
Focused Wealth Management
New York
$44K +$21.8K +260 +101%
AIM
366
Advantage Investment Management
Iowa
$43K
CGT
367
Capital Guardian Trust
California
$43K +$42.9K +512 New
CFA
368
Carroll Financial Associates
North Carolina
$39K
SIAP
369
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$36K +$4.94K +59 +16%
RFWA
371
RPg Family Wealth Advisory
Massachusetts
$35.7K
CP
372
Corbenic Partners
Pennsylvania
$35K
NSB
373
Norway Savings Bank
Maine
$34K
RCG
374
Ruggie Capital Group
Florida
$33K
HDIM
375
Hanson & Doremus Investment Management
Vermont
$32K