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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$30.2M +$9.29M +105,717 +45%
SF
27
Synovus Financial
Georgia
$30.1M +$717K +8,161 +2%
WWM
28
Windsor Wealth Management
Indiana
$28.9M +$125K +1,425 +0.4%
Truist Financial
29
Truist Financial
North Carolina
$27.9M +$181K +2,057 +0.7%
LFAS
30
Level Four Advisory Services
Texas
$27.8M +$13.6K +155 +0%
CPIG
31
Chicago Partners Investment Group
Illinois
$26.5M +$266K +3,032 +1%
KeyBank National Association
32
KeyBank National Association
Ohio
$25.7M -$738K -8,393 -3%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$24M -$3.47M -39,480 -13%
JP Morgan Chase
34
JP Morgan Chase
New York
$23.3M -$7.82M -88,964 -25%
RJA
35
Raymond James & Associates
Florida
$23.2M -$3.3M -37,543 -13%
UB
36
UMB Bank
Missouri
$22.4M -$968K -11,009 -4%
AssetMark Inc
37
AssetMark Inc
California
$21.3M +$21.2M +240,655 +147,641%
PSUF
38
People's United Financial
Connecticut
$18.5M +$19.3K +220 +3%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$18.3M -$120K -1,360 -0.7%
BF
40
BOK Financial
Oklahoma
$18.1M -$96.7K -1,100 -0.5%
NP
41
NorthRock Partners
Minnesota
$17.3M +$499K +5,676 +3%
SS
42
Simplicity Solutions
Minnesota
$17.3M +$5.55M +63,128 +48%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$16.1M -$282K -3,207 -2%
AWM
44
AE Wealth Management
Kansas
$15.9M +$3.78M +43,057 +32%
ANTB
45
AMG National Trust Bank
Colorado
$15.9M -$487K -5,542 -3%
FPIS
46
Financial Planning & Information Services
Wisconsin
$15.7M -$742K -8,443 -5%
JIC
47
Johnson Investment Counsel
Ohio
$15.2M -$111K -1,259 -0.7%
AMG
48
Asset Management Group
Connecticut
$14.7M -$179K -2,041 -1%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$14.7M -$503K -5,727 -3%
BCIM
50
Bishop & Co Investment Management
Pennsylvania
$14.3M +$85.3K +970 +0.6%