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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
$61M -$5.25M -46,937 -7%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$52.4M -$13M -116,322 -18%
JP Morgan Chase
28
JP Morgan Chase
New York
$50.6M -$2.27M -20,264 -4%
HWA
29
Heritage Wealth Advisors
Virginia
$47.3M +$10.4M +93,202 +25%
SEI Investments
30
SEI Investments
Pennsylvania
$41.7M +$30.9M +276,099 +206%
SF
31
Synovus Financial
Georgia
$37.8M +$33.2K +297 +0.1%
ANTB
32
AMG National Trust Bank
Colorado
$37.5M +$65.2K +583 +0.2%
WWM
33
Windsor Wealth Management
Indiana
$34.9M +$4.42M +39,551 +13%
CPIG
34
Chicago Partners Investment Group
Illinois
$32.8M +$386K +3,451 +1%
AWMS
35
Advocacy Wealth Management Services
Georgia
$32.2M +$2.9M +25,928 +9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31.7M +$2.78M +24,885 +9%
Mariner
37
Mariner
Kansas
$30.7M +$329K +2,938 +1%
OCM
38
One Capital Management
California
$28.7M +$724K +6,479 +2%
KAS
39
Kestra Advisory Services
Texas
$28.4M +$4.39M +39,287 +16%
VNIM
40
Vaughan Nelson Investment Management
Texas
$27.7M +$3.28M +29,305 +12%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$27.4M +$155K +1,385 +0.5%
CMA
42
Cedar Mountain Advisors
Oregon
$24.5M -$368K -3,289 -1%
ACA
43
Anchor Capital Advisors
Massachusetts
$24.2M +$17.7M +158,472 +198%
M&T Bank
44
M&T Bank
New York
$23.7M +$2.36M +21,098 +9%
BCIM
45
Bishop & Co Investment Management
Pennsylvania
$23.1M -$848K -7,586 -3%
RJA
46
Raymond James & Associates
Florida
$23M -$125K -1,114 -0.5%
KeyBank National Association
47
KeyBank National Association
Ohio
$21.7M +$21.4K +191 +0.1%
Brown Advisory
48
Brown Advisory
Maryland
$20.1M +$179K +1,597 +0.8%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$20M +$1.99M +17,825 +10%
AFIMH
50
American Family Insurance Mutual Holding
Wisconsin
$19.8M