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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
476
Ancora Advisors
Ohio
$264K – – –
BWA
477
Burt Wealth Advisors
Maryland
$260K – – –
LWCFA
478
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$260K – – –
BMCM
479
Bryn Mawr Capital Management
Pennsylvania
$259K – – –
NFP
480
Novak Financial Planning
Maryland
$257K – – –
CL
481
CPWM LLC
Washington
$255K +$115 +1 +0%
SIM
482
Stratos Investment Management
Ohio
$255K +$254K +2,218 New
MWM
483
Meridian Wealth Management
Kentucky
$253K +$229 +2 +0.1%
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$252K +$3.55K +31 +1%
BGIM
485
Brandywine Global Investment Management
Pennsylvania
$252K +$251K +2,189 New
MAM
486
Marotta Asset Management
Virginia
$251K -$4.59K -40 -2%
CGA
487
Crescent Grove Advisors
Illinois
$249K – – –
CPO
488
Cerity Partners OCIO
New York
$248K -$2.64K -23 -1%
EI
489
Ellevest Inc
New York
$245K +$220K +1,920 +928%
ABC
490
Associated Banc-Corp
Wisconsin
$244K +$243K +2,122 New
RhumbLine Advisers
491
RhumbLine Advisers
Massachusetts
$242K +$242K +2,109 New
KIA
492
KCM Investment Advisors
California
$240K -$1.72K -15 -0.7%
Fiera Capital (Canada)
493
Fiera Capital (Canada)
Quebec, Canada
$240K – – –
MWM
494
Modera Wealth Management
New Jersey
$234K -$205K -1,785 -47%
EWM
495
Empirical Wealth Management
Washington
$234K +$1.72K +15 +0.7%
WF
496
Welch & Forbes
Massachusetts
$231K – – –
GT
497
Greenleaf Trust
Michigan
$230K – – –
MPIM
498
McGinn Penninger Investment Management
Virginia
$230K – – –
TC
499
TownSquare Capital
Utah
$230K – – –
KPWS
500
Kestra Private Wealth Services
Texas
$230K +$2.41K +21 +1%