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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
501
Halpern Financial
Virginia
$129K – – –
AIM
502
Anchor Investment Management
South Carolina
$127K – – –
CF
503
Centaurus Financial
California
$122K +$113K +1,255 New
IAIM
504
International Assets Investment Management
Florida
$122K +$114K +1,262 New
PWM
505
Provident Wealth Management
Tennessee
$116K -$2.16K -24 -2%
FPS
506
Fieldpoint Private Securities
Connecticut
$114K +$106K +1,171 New
CBT
507
CoreFirst Bank & Trust
Kansas
$112K +$104K +1,152 New
SIAG
508
Safeguard Investment Advisory Group
California
$109K +$102K +1,126 New
ICP
509
Interchange Capital Partners
Pennsylvania
$104K +$97.1K +1,077 New
SQA
510
Simon Quick Advisors
New Jersey
$102K -$3.06M -33,996 -97%
TAM
511
Townsend Asset Management
North Carolina
$101K +$451 +5 +0.5%
ST
512
Smithfield Trust
Pennsylvania
$100K – – –
BAM
513
Barrett Asset Management
New York
$99K – – –
BBHC
514
Brown Brothers Harriman & Co
New York
$99K – – –
WB
515
Webster Bank
Connecticut
$98K +$90.7K +1,006 New
JCM
516
Jacobi Capital Management
Pennsylvania
$94K – – –
DSC
517
Duncker Streett & Co
Missouri
$93K – – –
BW
518
Bison Wealth
Georgia
$81K +$270 +3 +0.4%
TC
519
Trust Company
Kansas
$77K – – –
MFA
520
McClarren Financial Advisors
Pennsylvania
$74K +$69.1K +766 New
Bessemer Group
521
Bessemer Group
New Jersey
$72K -$12.6K -140 -16%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$71K – – –
TCOV
523
Trust Company of Vermont
Vermont
$71K +$34.8K +386 +111%
SIS
524
SVB Investment Services
Utah
$69K – – –
OC
525
Oakworth Capital
Alabama
$68K – – –