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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
501
Jacobi Capital Management
Pennsylvania
$83K – – –
DSC
502
Duncker Streett & Co
Missouri
$82K +$79.1K +866 New
OIA
503
Optimum Investment Advisors
Illinois
$80K – – –
PC
504
Permanens Capital
New York
$80K +$9.13K +100 +13%
BAM
505
Barrett Asset Management
New York
$78K – – –
JGIA
506
Jackson Grant Investment Advisers
Connecticut
$71K +$457 +5 +0.7%
TCOV
507
Trust Company of Vermont
Vermont
$69K – – –
FCA
508
FinTrust Capital Advisors
South Carolina
$67K – – –
CFB
509
Cullen/Frost Bankers
Texas
$67K +$7.13K +78 +13%
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$66K – – –
FMTCOCP
511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K – – –
PO
512
Private Ocean
California
$65K +$13.4K +147 +27%
WQ
513
Wealth Quarterback
New Jersey
$64K +$61.7K +675 New
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K -$7.03K -77 -10%
ME
515
McIlrath & Eck
Washington
$63K -$1.1K -12 -2%
CIAS
516
CBIZ Investment Advisory Services
Ohio
$61K – – –
BAMG
517
Brand Asset Management Group
Missouri
$58K – – –
GTAM
518
Global Trust Asset Management
Florida
$57K – – –
VCS
519
Vaughan & Co Securities
New Jersey
$56.5K +$54.4K +596 New
CCP
520
Clarkston Capital Partners
Michigan
$56K +$54.1K +592 New
RWM
521
Raffa Wealth Management
District of Columbia
$53.4K – – –
First Manhattan
522
First Manhattan
New York
$47K -$3.84K -42 -8%
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$47K – – –
BW
524
Bison Wealth
Georgia
$47K +$45.4K +497 New
WC
525
Whitnell & Co
Illinois
$46K – – –