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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PLFA
26
Pacific Life Fund Advisors
California
$99.7M +$12.1M +86,797 +14%
Raymond James Financial
27
Raymond James Financial
Florida
$92M +$9.98M +71,407 +12%
HWA
28
Heritage Wealth Advisors
Virginia
$76.1M +$2.12M +15,148 +3%
MCC
29
Money Concepts Capital
Florida
$64.5M +$2.77M +19,820 +5%
Truist Financial
30
Truist Financial
North Carolina
$62M +$1.32M +9,471 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$61M +$4.17M +29,836 +7%
EH
32
Equitable Holdings
New York
$57.7M +$125K +893 +0.2%
AWM
33
AE Wealth Management
Kansas
$53.2M +$1.47M +10,529 +3%
ANTB
34
AMG National Trust Bank
Colorado
$45M -$1.58M -11,272 -3%
Mariner
35
Mariner
Kansas
$44.7M +$3M +21,434 +7%
ACA
36
Anchor Capital Advisors
Massachusetts
$44.4M +$14.1M +100,567 +47%
Lido Advisors
37
Lido Advisors
California
$42.3M -$4.77M -34,096 -10%
CPIG
38
Chicago Partners Investment Group
Illinois
$39M -$277K -1,979 -0.7%
SW
39
SVB Wealth
Massachusetts
$37M -$3.94M -28,208 -10%
Corient Private Wealth
40
Corient Private Wealth
Florida
$36.5M +$29.1M +208,230 +168%
CMA
41
Cedar Mountain Advisors
Oregon
$35.8M +$241K +1,726 +0.7%
TSW
42
Thompson Siegel & Walmsley
Virginia
$33.4M +$15.6M +111,823 +89%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$33.4M -$6.43M -46,005 -16%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.4M +$5.08M +36,315 +18%
GI
45
GLOBALT Investments
Georgia
$33.2M -$462K -3,303 -1%
LL
46
LPWM LLC
Minnesota
$32.7M +$874K +6,253 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$30.8M +$397K +2,843 +1%
EARNEST Partners
48
EARNEST Partners
Georgia
$29.2M +$18.5M +132,135 +177%
WFAG
49
Wescott Financial Advisory Group
Pennsylvania
$29M -$656K -4,689 -2%
KeyBank National Association
50
KeyBank National Association
Ohio
$28.2M -$9.79K -70 -0%