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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
426
Baker Ellis Asset Management
Washington
$503K – – –
AI
427
Accredited Investors
Minnesota
$502K +$358 +3 +0.1%
SFG
428
Sovereign Financial Group
Connecticut
$500K -$5.13K -43 -1%
AIM
429
Allen Investment Management
New York
$495K – – –
FUBT
430
First United Bank & Trust
Maryland
$492K -$48.8K -409 -9%
NCM
431
NCM Capital Management
New Jersey
$490K +$478K +4,000 New
AW
432
ACG Wealth
Georgia
$484K -$10.6K -89 -2%
1SB
433
1ST Source Bank
Indiana
$484K – – –
CPSC
434
Carl P. Sherr & Co
Massachusetts
$484K +$41.3K +346 +10%
EWMCB
435
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$477K – – –
PCA
436
Personal Capital Advisors
California
$472K +$77K +645 +18%
MFGP
437
Marshall Financial Group (Pennsylvania)
Pennsylvania
$471K +$40.6K +340 +10%
ECG
438
Edge Capital Group
Georgia
$470K – – –
FM
439
Foster & Motley
Ohio
$468K -$20.4K -171 -4%
WKSWA
440
White Knight Strategic Wealth Advisors
New Jersey
$457K +$446K +3,735 New
FA
441
FDx Advisors
Illinois
$450K +$91.6K +767 +26%
MWM
442
Meridian Wealth Management
Kentucky
$448K +$174K +1,457 +66%
AMM
443
American Money Management
California
$447K – – –
Citadel Advisors
444
Citadel Advisors
Florida
$443K -$4.67M -39,104 -92%
Boston Partners
445
Boston Partners
Massachusetts
$443K +$432K +3,621 New
AFP
446
Advus Financial Partners
Florida
$439K – – –
Chevy Chase Trust
447
Chevy Chase Trust
Maryland
$439K -$191K -1,596 -31%
FAIM
448
Financial Advocates Investment Management
Washington
$438K +$1.19K +10 +0.3%
MIC
449
Means Investment Company
Maine
$436K -$2.75K -23 -0.6%
HSWM
450
Hubbell Strickland Wealth Management
Louisiana
$435K +$955 +8 +0.2%