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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
Southport Capital Management
Tennessee
$275K
Financial Engines Advisors
477
Financial Engines Advisors
California
$270K -$33.9K -293 -11%
FCA
478
FinTrust Capital Advisors
South Carolina
$270K -$20.1K -174 -7%
MOS
479
MGO One Seven
Ohio
$269K +$261K +2,255 New
NPF
480
Norris Perne & French
Michigan
$266K +$1.16K +10 +0.4%
BP
481
Ballentine Partners
Massachusetts
$265K
RFN
482
RDA Financial Network
Iowa
$265K
CS
483
Credit Suisse
Switzerland
$263K +$269K +2,321 New
Fisher Asset Management
484
Fisher Asset Management
Washington
$263K +$269K +2,321 New
BWA
485
Burt Wealth Advisors
Maryland
$256K
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K
BMCM
487
Bryn Mawr Capital Management
Pennsylvania
$255K
AFG
488
Allegheny Financial Group
Pennsylvania
$253K +$37.4K +323 +17%
CL
489
CPWM LLC
Washington
$251K
MWM
490
Meridian Wealth Management
Kentucky
$249K
CGA
491
Crescent Grove Advisors
Illinois
$246K
TFGT
492
TS Financial Group (TSFG)
Illinois
$246K +$29.5K +255 +13%
MAM
493
Marotta Asset Management
Virginia
$245K
AP
494
Appleton Partners
Massachusetts
$243K -$34.7K -300 -12%
CPO
495
Cerity Partners OCIO
New York
$242K -$2.2K -19 -0.9%
FLPIM
496
F.L. Putnam Investment Management
Massachusetts
$239K -$9.49K -82 -4%
ABC
497
Associated Banc-Corp
Wisconsin
$238K -$2.78K -24 -1%
KIA
498
KCM Investment Advisors
California
$237K
AWM
499
Altium Wealth Management
New York
$236K +$15.5K +134 +7%
GC
500
Grimes & Company
Massachusetts
$236K +$28.9K +250 +14%