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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
26
Synovus Financial
Georgia
$30.9M +$276K +3,047 +0.9%
WWM
27
Windsor Wealth Management
Indiana
$30M +$543K +5,996 +2%
Truist Financial
28
Truist Financial
North Carolina
$29.5M +$1.03M +11,431 +4%
KeyBank National Association
29
KeyBank National Association
Ohio
$25.8M -$462K -5,103 -2%
CPIG
30
Chicago Partners Investment Group
Illinois
$25.6M +$1.12M +12,372 +4%
SS
31
Simplicity Solutions
Minnesota
$24.1M +$6.47M +71,514 +37%
JP Morgan Chase
32
JP Morgan Chase
New York
$23.3M -$447K -4,936 -2%
RJA
33
Raymond James & Associates
Florida
$22.9M -$800K -8,842 -3%
UB
34
UMB Bank
Missouri
$22.7M -$184K -2,031 -0.8%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$21.9M -$2.5M -27,603 -10%
Goldman Sachs
36
Goldman Sachs
New York
$20.8M +$7.91M +87,390 +61%
AWM
37
AE Wealth Management
Kansas
$19.7M +$3.53M +38,954 +22%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$19.6M -$11.2M -123,827 -36%
NP
39
NorthRock Partners
Minnesota
$18.9M +$1.14M +12,587 +6%
BF
40
BOK Financial
Oklahoma
$18.2M -$297K -3,284 -2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$17.9M -$790K -8,731 -4%
HWA
42
Heritage Wealth Advisors
Virginia
$16.4M +$1.93M +21,342 +13%
ANTB
43
AMG National Trust Bank
Colorado
$16.4M +$207K +2,285 +1%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$16.2M -$253K -2,796 -2%
JIC
45
Johnson Investment Counsel
Ohio
$15.8M +$331K +3,657 +2%
AMG
46
Asset Management Group
Connecticut
$14.9M -$99.4K -1,098 -0.7%
BCIM
47
Bishop & Co Investment Management
Pennsylvania
$14.7M +$150K +1,654 +1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$14.6M -$328K -3,619 -2%
PWAG
49
Polaris Wealth Advisory Group
California
$14.1M -$499K -5,513 -3%
FPIS
50
Financial Planning & Information Services
Wisconsin
$13.8M -$2.22M -24,558 -14%