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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Johnson Investment Counsel
Ohio
$13.6M +$295K +3,526 +2%
SCM
52
Sterling Capital Management
North Carolina
$12.8M +$3.16M +37,759 +29%
Goldman Sachs
53
Goldman Sachs
New York
$12.8M -$5.29M -63,192 -27%
AMG
54
Asset Management Group
Connecticut
$12.7M +$111K +1,331 +0.8%
RT
55
Rockland Trust
Massachusetts
$12.6M +$1.53M +18,230 +12%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$12.6M +$3.73M +44,558 +37%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$12.5M +$162K +1,942 +1%
BCIM
58
Bishop & Co Investment Management
Pennsylvania
$12.5M +$33.4K +399 +0.2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$12.3M -$3.07M -36,640 -19%
PWAG
60
Polaris Wealth Advisory Group
California
$11.8M -$160K -1,916 -1%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$11.7M +$772K +9,233 +6%
HighTower Advisors
62
HighTower Advisors
Illinois
$11.5M +$1.98M +23,614 +19%
SEI Investments
63
SEI Investments
Pennsylvania
$11.2M +$1.22M +14,550 +13%
BIM
64
Bridges Investment Management
Nebraska
$11.2M +$7.59M +90,778 +162%
FHA
65
First Horizon Advisors
Tennessee
$11M +$740K +8,840 +7%
OCM
66
One Capital Management
California
$10.6M -$614K -7,338 -5%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$2.72M +32,549 +31%
LFWA
68
LBJ Family Wealth Advisors
Texas
$10.2M +$281K +3,361 +3%
MM
69
Main Management
California
$10.2M +$11.2M +133,282 New
JFG
70
JMG Financial Group
Illinois
$10.1M -$95K -1,136 -0.9%
FPIS
71
Financial Planning & Information Services
Wisconsin
$9.93M -$1.94M -23,132 -15%
HAFS
72
Hapanowicz & Associates Financial Services
Pennsylvania
$9.81M +$236K +2,825 +2%
MML Investors Services
73
MML Investors Services
Massachusetts
$9.33M +$590K +7,050 +6%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$9.04M +$591K +7,070 +6%
KCM
75
Kennedy Capital Management
Missouri
$8.93M +$7.22M +86,257 +281%