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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Trust Company
Kansas
$80K – – –
AFNAS
352
American Financial Network Advisory Services
California
$80K +$78.8K +940 New
LCM
353
Liberty Capital Management
Michigan
$78K -$50.3K -600 -40%
UBS AM
354
UBS AM
Illinois
$73.5K -$64.2M -766,383 -100%
BL
355
Balentine LLC
Georgia
$70K – – –
WA
356
Winfield Associates
Ohio
$68K – – –
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$68K +$13.4K +160 +25%
OAM
358
Oppenheimer Asset Management
New York
$63K -$17K -203 -22%
TCOV
359
Trust Company of Vermont
Vermont
$62K – – –
FFC
360
First Financial Corp
Indiana
$57K +$46.8K +558 +465%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
GBBWRPM
362
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$52K +$168 +2 +0.3%
WC
363
Whitnell & Co
Illinois
$51K – – –
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$51K +$28.2K +337 +131%
CIM
365
Contravisory Investment Management
Massachusetts
$49K +$48.4K +577 New
RWM
366
Raffa Wealth Management
District of Columbia
$45.9K +$45.3K +540 New
FWM
367
Focused Wealth Management
New York
$44K +$21.8K +260 +101%
AIM
368
Advantage Investment Management
Iowa
$43K – – –
CGT
369
Capital Guardian Trust
California
$43K +$42.9K +512 New
CFA
370
Carroll Financial Associates
North Carolina
$39K – – –
SIAP
371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$36K +$4.94K +59 +16%
RFWA
373
RPg Family Wealth Advisory
Massachusetts
$35.7K – – –
CP
374
Corbenic Partners
Pennsylvania
$35K – – –
NSB
375
Norway Savings Bank
Maine
$34K – – –