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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
451
Cerity Partners OCIO
New York
$232K +$215K +2,389 New
NFP
452
Novak Financial Planning
Maryland
$231K +$214K +2,377 New
AI
453
Ariel Investments
Illinois
$231K +$215K +2,381 New
Bank of Montreal
454
Bank of Montreal
Ontario, Canada
$229K +$12.1K +134 +6%
RFN
455
RDA Financial Network
Iowa
$227K -$24.5K -272 -10%
GFG
456
Greystone Financial Group
Michigan
$227K +$198K +2,198 New
BP
457
Ballentine Partners
Massachusetts
$227K +$211K +2,344 New
NPF
458
Norris Perne & French
Michigan
$226K +$210K +2,327 New
AA
459
Ancora Advisors
Ohio
$223K – – –
PPP
460
Private Portfolio Partners
New Jersey
$223K +$207K +2,298 New
SIC
461
Sigma Investment Counselors
Michigan
$222K +$207K +2,292 New
SC
462
Steph & Co
Wisconsin
$220K -$6.04K -67 -3%
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$219K +$144K +1,596 +241%
PFS
464
Prospera Financial Services
Texas
$218K +$57.1K +633 +40%
VAS
465
Vestmark Advisory Solutions
Massachusetts
$218K +$203K +2,247 New
BMCM
466
Bryn Mawr Capital Management
Pennsylvania
$218K +$203K +2,250 New
CAG
467
Crestwood Advisors Group
Massachusetts
$216K +$201K +2,229 New
FLPIM
468
F.L. Putnam Investment Management
Massachusetts
$216K +$201K +2,231 New
BWA
469
Burt Wealth Advisors
Maryland
$215K – – –
CL
470
CPWM LLC
Washington
$215K +$200K +2,217 New
MAM
471
Marotta Asset Management
Virginia
$214K +$199K +2,202 New
CGA
472
Crescent Grove Advisors
Illinois
$210K +$195K +2,168 New
MC
473
Moors & Cabot
Massachusetts
$209K +$194K +2,153 New
TC
474
TownSquare Capital
Utah
$209K +$195K +2,159 New
RIA
475
Regal Investment Advisors
Michigan
$207K +$192K +2,135 New