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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$14.8M -$750K -8,462 -5%
AMG
52
Asset Management Group
Connecticut
$14.6M +$47.6K +537 +0.3%
PWAG
53
Polaris Wealth Advisory Group
California
$14.1M -$1.56M -17,624 -10%
BCIM
54
Bishop & Co Investment Management
Pennsylvania
$13.9M -$157K -1,776 -1%
SCM
55
Sterling Capital Management
North Carolina
$13.2M -$1.4M -15,831 -9%
HWA
56
Heritage Wealth Advisors
Virginia
$13M +$912K +10,286 +7%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$12.9M -$727K -8,201 -5%
HIMCH
58
Hartford Investment Management Co (HIMCO)
Connecticut
$12.1M +$4.49M +50,610 +57%
OCM
59
One Capital Management
California
$12M +$276K +3,116 +2%
AWM
60
AE Wealth Management
Kansas
$11.8M +$2.1M +23,702 +21%
JFG
61
JMG Financial Group
Illinois
$11.6M -$53.6K -604 -0.4%
SS
62
Simplicity Solutions
Minnesota
$11.5M +$2.01M +22,660 +21%
LFWA
63
LBJ Family Wealth Advisors
Texas
$11.4M +$115K +1,299 +1%
FHA
64
First Horizon Advisors
Tennessee
$11M +$626K +7,057 +6%
RT
65
Rockland Trust
Massachusetts
$10.8M +$2.66M +30,025 +32%
GG
66
GenWealth Group
New Jersey
$10.6M +$5.06M +57,127 +87%
HAFS
67
Hapanowicz & Associates Financial Services
Pennsylvania
$10.4M +$322K +3,632 +3%
HighTower Advisors
68
HighTower Advisors
Illinois
$10.4M -$52.8K -596 -0.5%
HFBOT
69
Home Federal Bank of Tennessee
Tennessee
$9.98M +$136K +1,536 +1%
MA
70
MUFG Americas
New York
$9.74M -$439K -4,955 -4%
SPIA
71
Steward Partners Investment Advisory
New York
$9.51M +$547K +6,167 +6%
PC
72
Port Capital
Illinois
$9.44M +$171K +1,931 +2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.28M -$56.2K -634 -0.6%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$9.23M +$1.34M +15,084 +16%
Stifel Financial
75
Stifel Financial
Missouri
$8.92M -$540K -6,090 -6%