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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
$12M -$1.25M -17,222 -10%
SEI Investments
52
SEI Investments
Pennsylvania
$11.5M +$7.1M +97,606 +186%
BIM
53
Bridges Investment Management
Nebraska
$11.3M
LL
54
LPWM LLC
Minnesota
$11M -$412K -5,657 -4%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$10.9M -$562K -7,717 -5%
HAFS
56
Hapanowicz & Associates Financial Services
Pennsylvania
$10.8M +$377K +5,182 +4%
ACA
57
Anchor Capital Advisors
Massachusetts
$10.8M -$14.3M -196,182 -58%
LFWA
58
LBJ Family Wealth Advisors
Texas
$10.5M +$130K +1,784 +1%
PWAG
59
Polaris Wealth Advisory Group
California
$10.5M -$222K -3,043 -2%
PAG
60
Private Advisor Group
New Jersey
$10.4M -$1.45M -19,869 -13%
Brown Advisory
61
Brown Advisory
Maryland
$10.2M +$8.95M +122,990 +1,269%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$9.97M -$1.51M -20,744 -14%
HighTower Advisors
63
HighTower Advisors
Illinois
$9.87M -$609K -8,369 -6%
Stifel Financial
64
Stifel Financial
Missouri
$9.16M -$1.03M -14,142 -11%
SPIA
65
Steward Partners Investment Advisory
New York
$9.15M +$41.1K +565 +0.5%
JIC
66
Johnson Investment Counsel
Ohio
$8.8M -$1.99M -27,332 -19%
CAN
67
Cetera Advisor Networks
California
$8.7M +$4.66K +64 +0.1%
BF
68
BOK Financial
Oklahoma
$8.49M -$4.02M -55,273 -33%
JFG
69
JMG Financial Group
Illinois
$8.39M -$48.5K -666 -0.6%
TA
70
TCG Advisors
Texas
$8.28M +$2.01M +27,565 +34%
FPIS
71
Financial Planning & Information Services
Wisconsin
$8.12M +$406K +5,577 +6%
CWM
72
Connecticut Wealth Management
Connecticut
$7.54M -$13.3K -183 -0.2%
FHA
73
First Horizon Advisors
Tennessee
$7.27M +$235K +3,222 +4%
Northern Trust
74
Northern Trust
Illinois
$7.09M -$813K -11,165 -11%
FC
75
Forte Capital
New York
$6.83M -$240K -3,296 -4%