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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
51
Bishop & Co Investment Management
Pennsylvania
$16.5M +$588K +6,442 +4%
Goldman Sachs
52
Goldman Sachs
New York
$16.5M +$1.05M +11,488 +7%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$16.2M -$9.04K -99 -0.1%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$16.2M -$366K -4,009 -2%
OCM
55
One Capital Management
California
$16M +$1.76M +19,257 +13%
AMG
56
Asset Management Group
Connecticut
$15.7M +$115K +1,258 +0.8%
JIC
57
Johnson Investment Counsel
Ohio
$15.7M -$319K -3,491 -2%
BIM
58
Bridges Investment Management
Nebraska
$15.2M +$147K +1,610 +1%
SEI Investments
59
SEI Investments
Pennsylvania
$15M +$2.93M +32,085 +25%
HighTower Advisors
60
HighTower Advisors
Illinois
$15M +$1.38M +15,101 +11%
PWAG
61
Polaris Wealth Advisory Group
California
$14.2M +$776K +8,500 +6%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$14.2M +$566K +6,198 +4%
GG
63
GenWealth Group
New Jersey
$13.5M +$226K +2,476 +2%
Stifel Financial
64
Stifel Financial
Missouri
$13.3M +$3.14M +34,396 +32%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$47.8K -523 -0.4%
CP
66
Covenant Partners
Tennessee
$13M +$304K +3,326 +2%
LFWA
67
LBJ Family Wealth Advisors
Texas
$12.6M +$70.1K +767 +0.6%
MM
68
Main Management
California
$12.6M -$51.6K -565 -0.4%
NP
69
NorthRock Partners
Minnesota
$12.3M +$417K +4,566 +4%
CG
70
Colony Group
Massachusetts
$11.7M -$13.8K -151 -0.1%
HAFS
71
Hapanowicz & Associates Financial Services
Pennsylvania
$11.6M -$261K -2,852 -2%
LL
72
LPWM LLC
Minnesota
$11.6M +$11.2M +122,506 New
HFBOT
73
Home Federal Bank of Tennessee
Tennessee
$11.5M -$23.5K -257 -0.2%
JFG
74
JMG Financial Group
Illinois
$10.9M -$368K -4,033 -3%
Mariner
75
Mariner
Kansas
$10.5M -$35.4K -388 -0.3%