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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$15.4M +$1.03M +11,632 +7%
JIC
52
Johnson Investment Counsel
Ohio
$15.1M -$467K -5,276 -3%
BCIM
53
Bishop & Co Investment Management
Pennsylvania
$15M -$48.1K -543 -0.3%
AMG
54
Asset Management Group
Connecticut
$14.8M -$23.7K -268 -0.2%
Goldman Sachs
55
Goldman Sachs
New York
$14.6M +$709K +8,009 +5%
BIM
56
Bridges Investment Management
Nebraska
$14.3M – – –
SEI Investments
57
SEI Investments
Pennsylvania
$14M +$1.62M +18,326 +17%
OCM
58
One Capital Management
California
$13.4M -$67.3K -760 -0.5%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$12.9M +$1.36M +15,324 +12%
HighTower Advisors
60
HighTower Advisors
Illinois
$12.9M -$536K -6,046 -4%
GG
61
GenWealth Group
New Jersey
$12.6M -$112K -1,264 -0.9%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$93.5K +1,055 +0.8%
AP
63
Advisors Preferred
Maryland
$12.2M +$12M +135,984 New
PWAG
64
Polaris Wealth Advisory Group
California
$12.1M -$432K -4,882 -3%
CP
65
Covenant Partners
Tennessee
$12M -$48.5K -547 -0.4%
LFWA
66
LBJ Family Wealth Advisors
Texas
$12M -$215K -2,432 -2%
MM
67
Main Management
California
$12M +$149K +1,677 +1%
NP
68
NorthRock Partners
Minnesota
$11.3M -$9.54M -107,659 -46%
HAFS
69
Hapanowicz & Associates Financial Services
Pennsylvania
$11.3M -$96.3K -1,087 -0.9%
CG
70
Colony Group
Massachusetts
$11.1M -$85.8K -968 -0.8%
HFBOT
71
Home Federal Bank of Tennessee
Tennessee
$10.9M +$135K +1,519 +1%
JFG
72
JMG Financial Group
Illinois
$10.6M -$446K -5,040 -4%
PAG
73
Private Advisor Group
New Jersey
$10.5M +$3.61M +40,795 +53%
Mariner
74
Mariner
Kansas
$9.98M +$223K +2,517 +2%
Stifel Financial
75
Stifel Financial
Missouri
$9.53M -$1.24M -14,015 -12%