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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Wilmington Trust
Delaware
$29.1M -$3.73M -53,426 -12%
SIM
27
Sigma Investment Management
Oregon
$27.1M +$26M +373,038 New
Goldman Sachs
28
Goldman Sachs
New York
$22.9M +$9.67M +138,639 +78%
Victory Capital Management
29
Victory Capital Management
Texas
$22.3M
BF
30
BOK Financial
Oklahoma
$22M -$109K -1,566 -0.5%
US Bancorp
31
US Bancorp
Minnesota
$20.2M +$209K +2,996 +1%
CAN
32
Cetera Advisor Networks
California
$19.2M +$6.51M +93,333 +54%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$19.1M +$197K +2,818 +1%
WTNA
34
Wilmington Trust National Association
Delaware
$17.7M -$2.32M -33,262 -12%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$17.6M +$40.7K +583 +0.2%
Citigroup
36
Citigroup
New York
$17.5M +$7.06M +101,270 +72%
FPIS
37
Financial Planning & Information Services
Wisconsin
$16.4M -$417K -5,972 -3%
FMP
38
Financial Management Professionals
Texas
$15M +$302K +4,336 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$14.5M -$609K -8,734 -4%
SWM
40
Strategic Wealth Management
Washington
$14.1M -$1.06M -15,187 -7%
MA
41
MUFG Americas
New York
$14.1M +$1.77M +25,385 +15%
BFA
42
Beaumont Financial Advisors
Massachusetts
$13.8M +$4.41M +63,222 +50%
BPB
43
Badgley, Phelps & Bell
Washington
$13.2M -$55.6K -797 -0.4%
QIM
44
Quest Investment Management
Oregon
$13M
ANTB
45
AMG National Trust Bank
Colorado
$12.8M -$1.22M -17,441 -9%
JFG
46
JMG Financial Group
Illinois
$12.4M -$114K -1,628 -0.9%
JIC
47
Johnson Investment Counsel
Ohio
$12.3M -$133K -1,906 -1%
Truist Financial
48
Truist Financial
North Carolina
$12M +$4.28M +61,320 +59%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$11.7M +$603K +8,643 +6%
CNB
50
City National Bank
Delaware
$11M -$628K -8,998 -6%