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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Ancora Advisors
Ohio
$186K – – –
PB
402
Pinnacle Bancorp
Nebraska
$186K – – –
BWA
403
Burt Wealth Advisors
Maryland
$179K -$12.9K -159 -7%
Bank of Montreal
404
Bank of Montreal
Ontario, Canada
$179K +$60K +741 +52%
FCB
405
First Command Bank
Texas
$171K -$20.2K -250 -11%
FCFS
406
First Command Financial Services
Texas
$171K -$20.2K -250 -11%
FMT
407
First Mercantile Trust
Tennessee
$169K +$24.3K +300 +19%
CAW
408
Cornerstone Advisors (Washington)
Washington
$160K – – –
IA
409
IFP Advisors
Florida
$160K +$648 +8 +0.4%
CAL
410
Capital Analysts LLC
Pennsylvania
$154K +$18.6K +230 +14%
CDIA
411
Capital Directions Investment Advisors
Georgia
$147K – – –
HFS
412
HBC Financial Services
Washington
$146K – – –
CFGS
413
Concourse Financial Group Securities
Alabama
$141K +$20.7K +256 +17%
S
414
SignatureFD
Georgia
$138K +$39.4K +487 +40%
PWMG
415
Prestige Wealth Management Group
New Jersey
$133K -$30.4K -375 -19%
PA
416
Parallel Advisors
California
$132K – – –
PFS
417
Prospera Financial Services
Texas
$129K -$372K -4,599 -74%
GWS
418
Glassman Wealth Services
Virginia
$125K – – –
MCM
419
MV Capital Management
Maryland
$123K – – –
PFO
420
Pathstone Family Office
New Jersey
$116K -$8.01K -99 -6%
HF
421
Halpern Financial
Virginia
$107K – – –
AIM
422
Anchor Investment Management
South Carolina
$105K +$106K +1,305 New
BA
423
Bristlecone Advisors
Washington
$104K +$105K +1,291 New
PWM
424
Provident Wealth Management
Tennessee
$99K +$46.4K +573 +88%
BBA
425
Braun-Bostich & Associates
Pennsylvania
$89K – – –