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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Pinnacle Associates
New York
$295K -$7.09K -65 -2%
CF
527
Centaurus Financial
California
$294K +$873 +8 +0.3%
RIA
528
Regal Investment Advisors
Michigan
$290K +$218 +2 +0.1%
HTC
529
Haverford Trust Company
Pennsylvania
$289K -$28.5K -261 -9%
SRC
530
Shufro Rose & Co
New York
$286K +$55.3K +507 +23%
VVP
531
Venture Visionary Partners
Ohio
$282K +$289K +2,652 New
JWCA
532
J.W. Cole Advisors
Florida
$279K +$873 +8 +0.3%
AP
533
Appleton Partners
Massachusetts
$279K – – –
MFG
534
Magnus Financial Group
New York
$279K +$23K +211 +9%
FFM
535
Forum Financial Management
Illinois
$279K +$982 +9 +0.3%
BCM
536
BTC Capital Management
Iowa
$278K -$178K -1,628 -38%
FLI
537
Family Legacy Inc
South Carolina
$278K – – –
Lazard Asset Management
538
Lazard Asset Management
New York
$276K – – –
HF
539
Halpern Financial
Virginia
$274K – – –
ZIM
540
Zacks Investment Management
Illinois
$271K +$9.38K +86 +3%
CAAS
541
Capital Asset Advisory Services
Michigan
$269K -$9.82K -90 -3%
AA
542
Ancora Advisors
Ohio
$268K +$2.29K +21 +0.8%
AIA
543
Arbor Investment Advisors
North Carolina
$265K – – –
BI
544
Ballast Inc
Kentucky
$264K – – –
PFG
545
Pacific Financial Group
Washington
$263K – – –
DW
546
Domani Wealth
Pennsylvania
$263K -$2.29K -21 -0.8%
EPWM
547
Essex Private Wealth Management
Massachusetts
$258K – – –
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$10.4K +95 +4%
FLPIM
549
F.L. Putnam Investment Management
Massachusetts
$258K -$982 -9 -0.4%
AWA
550
Arete Wealth Advisors
Illinois
$257K +$264K +2,417 New