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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
351
Capital Wealth Planning
Florida
$304K +$299K +3,410 New
CAW
352
Cornerstone Advisors (Washington)
Washington
$301K – – –
CCA
353
Cobblestone Capital Advisors
New York
$298K – – –
SHWM
354
Smith & Howard Wealth Management
Georgia
$297K – – –
DC
355
Davenport & Co
Virginia
$294K +$47.9K +545 +20%
VA
356
Valmark Advisers
Ohio
$293K +$7.11K +81 +3%
DJSG
357
D.J. St. Germain
Massachusetts
$290K +$22K +250 +8%
RTC
358
Riverview Trust Company
Washington
$288K -$263 -3 -0.1%
MCM
359
MV Capital Management
Maryland
$287K – – –
WI
360
WrapManager Inc
California
$287K – – –
MFGP
361
Marshall Financial Group (Pennsylvania)
Pennsylvania
$282K – – –
UBV
362
United Bank (Virginia)
Virginia
$281K – – –
FFG
363
Frisch Financial Group
New York
$280K -$49.1K -559 -15%
WJA
364
Williams Jones & Associates
New York
$280K +$12.8K +146 +5%
PWM
365
Perigon Wealth Management
California
$279K -$180K -2,050 -40%
AP
366
Appleton Partners
Massachusetts
$278K -$2.2K -25 -0.8%
Two Sigma Investments
367
Two Sigma Investments
New York
$276K -$9.03M -102,780 -97%
PFG
368
Pacific Financial Group
Washington
$275K – – –
LNC
369
Lincoln National Corp
Pennsylvania
$273K +$269K +3,063 New
CFA
370
Carroll Financial Associates
North Carolina
$271K -$13.7K -156 -5%
HCIA
371
Hochman Cole Investment Advisors
Illinois
$267K -$25.1K -286 -9%
PAI
372
Pittenger & Anderson Inc
Nebraska
$267K – – –
GRP
373
Global Retirement Partners
California
$266K +$21.5K +245 +9%
Lazard Asset Management
374
Lazard Asset Management
New York
$265K +$85.6K +975 +49%
LB
375
Landmark Bank
Missouri
$258K +$31.4K +358 +14%