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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$14.6M +$3.13M +35,663 +28%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$14.2M -$1.35M -15,352 -9%
BIM
53
Bridges Investment Management
Nebraska
$14.2M +$703K +8,001 +5%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$13.8M -$425K -4,839 -3%
Goldman Sachs
55
Goldman Sachs
New York
$13.8M +$490K +5,579 +4%
OCM
56
One Capital Management
California
$13.4M +$254K +2,895 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$13.3M +$498K +5,666 +4%
PWAG
58
Polaris Wealth Advisory Group
California
$12.9M -$116K -1,318 -0.9%
GG
59
GenWealth Group
New Jersey
$12.7M +$285K +3,247 +2%
FHA
60
First Horizon Advisors
Tennessee
$12.5M -$137K -1,556 -1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$127K +1,442 +1%
LFWA
62
LBJ Family Wealth Advisors
Texas
$12.1M +$111K +1,261 +0.9%
CP
63
Covenant Partners
Tennessee
$12M -$171K -1,943 -1%
MM
64
Main Management
California
$11.8M +$23.4K +267 +0.2%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$11.5M +$391K +4,451 +4%
HAFS
66
Hapanowicz & Associates Financial Services
Pennsylvania
$11.3M +$124K +1,411 +1%
CG
67
Colony Group
Massachusetts
$11.1M -$1.77M -20,165 -14%
JFG
68
JMG Financial Group
Illinois
$11M -$44.8K -510 -0.4%
HFBOT
69
Home Federal Bank of Tennessee
Tennessee
$10.7M +$293K +3,337 +3%
Stifel Financial
70
Stifel Financial
Missouri
$10.7M +$1.06M +12,054 +11%
SCM
71
Sterling Capital Management
North Carolina
$10.2M -$225K -2,566 -2%
Mariner
72
Mariner
Kansas
$9.69M +$1.15M +13,049 +14%
SEI Investments
73
SEI Investments
Pennsylvania
$9.65M -$1.72M -19,629 -15%
FPIS
74
Financial Planning & Information Services
Wisconsin
$9.47M -$1.11M -12,651 -11%
MML Investors Services
75
MML Investors Services
Massachusetts
$9.34M +$64.2K +731 +0.7%