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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
526
Lazard Asset Management
New York
$249K
KIA
527
KCM Investment Advisors
California
$248K +$52.7K +493 +24%
HF
528
Halpern Financial
Virginia
$247K
PFG
529
Pacific Financial Group
Washington
$247K
SW
530
Simplicity Wealth
New Jersey
$245K +$272K +2,550 New
PPP
531
Private Portfolio Partners
New Jersey
$244K -$15.8K -148 -6%
PFBT
532
Parkside Financial Bank & Trust
Missouri
$241K +$107 +1 +0%
DW
533
Domani Wealth
Pennsylvania
$240K -$15K -140 -5%
AA
534
Ancora Advisors
Ohio
$240K
AIA
535
Arbor Investment Advisors
North Carolina
$240K
BI
536
Ballast Inc
Kentucky
$238K
RCAG
537
Rehmann Capital Advisory Group
Michigan
$235K -$115K -1,078 -31%
EPWM
538
Essex Private Wealth Management
Massachusetts
$234K
ZIM
539
Zacks Investment Management
Illinois
$233K +$259K +2,427 New
MFG
540
Magnus Financial Group
New York
$231K
PFC
541
Phocas Financial Corp
California
$231K
PIA
542
Pinion Investment Advisors
Kansas
$230K -$95.8K -897 -27%
VNB
543
Virginia National Bank
Virginia
$229K
BP
544
Ballentine Partners
Massachusetts
$225K
RFN
545
RDA Financial Network
Iowa
$225K
FA
546
FDx Advisors
Illinois
$225K +$8.01K +75 +3%
NAM
547
NTV Asset Management
West Virginia
$223K
BWA
548
Burt Wealth Advisors
Maryland
$217K
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K
TFGT
550
TS Financial Group (TSFG)
Illinois
$216K -$15.3K -143 -6%