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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$77.5M +$4.75M +40,381 +7%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$75.6M -$3.89M -33,078 -5%
JP Morgan Chase
28
JP Morgan Chase
New York
$62M -$108M -916,169 -64%
HWA
29
Heritage Wealth Advisors
Virginia
$44.5M +$17.7M +150,186 +68%
SF
30
Synovus Financial
Georgia
$44.5M -$1.74M -14,738 -4%
ANTB
31
AMG National Trust Bank
Colorado
$43.9M +$687K +5,833 +2%
AP
32
Advisors Preferred
Maryland
$37.3M -$8.63M -73,300 -19%
WWM
33
Windsor Wealth Management
Indiana
$35.8M +$5.43M +46,155 +18%
Mariner
34
Mariner
Kansas
$35.8M +$3.55M +30,156 +11%
AWMS
35
Advocacy Wealth Management Services
Georgia
$35M +$10.7M +90,936 +45%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$34.4M +$5.29M +44,970 +19%
OCM
37
One Capital Management
California
$33M -$5.56M -47,218 -15%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$32.1M +$33K +280 +0.1%
CPIG
39
Chicago Partners Investment Group
Illinois
$32M +$53.2K +452 +0.2%
CMA
40
Cedar Mountain Advisors
Oregon
$29.3M -$863K -7,328 -3%
VNIM
41
Vaughan Nelson Investment Management
Texas
$29.1M +$1.28M +10,865 +5%
KAS
42
Kestra Advisory Services
Texas
$28.8M +$11.1M +93,890 +64%
BCIM
43
Bishop & Co Investment Management
Pennsylvania
$28.2M +$17.1K +145 +0.1%
RJA
44
Raymond James & Associates
Florida
$27.3M -$689K -5,850 -3%
M&T Bank
45
M&T Bank
New York
$27.1M -$228K -1,939 -0.8%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$26.6M +$3.46M +29,400 +15%
KeyBank National Association
47
KeyBank National Association
Ohio
$25.6M -$243K -2,061 -1%
Brown Advisory
48
Brown Advisory
Maryland
$23.4M +$124K +1,049 +0.5%
AFIMH
49
American Family Insurance Mutual Holding
Wisconsin
$23.3M
JMPWA
50
JP Morgan Private Wealth Advisors
California
$21.4M +$140K +1,187 +0.7%