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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
$12.1M -$648K -8,006 -5%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$11.9M +$349K +4,316 +3%
LL
53
LPWM LLC
Minnesota
$11.9M +$226K +2,786 +2%
BIM
54
Bridges Investment Management
Nebraska
$11.8M -$130K -1,610 -1%
CCFM
55
Clear Creek Financial Management
Washington
$11.7M +$11.7M +144,414 New
LFWA
56
LBJ Family Wealth Advisors
Texas
$11.1M +$56.9K +703 +0.5%
HAFS
57
Hapanowicz & Associates Financial Services
Pennsylvania
$11.1M -$275K -3,399 -2%
KAS
58
Kestra Advisory Services
Texas
$11.1M +$11.1M +137,089 New
PAG
59
Private Advisor Group
New Jersey
$10.9M +$127K +1,570 +1%
Brown Advisory
60
Brown Advisory
Maryland
$10.7M -$37.7K -466 -0.4%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$32.3K +399 +0.3%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$9.99M +$10M +123,603 New
Stifel Financial
63
Stifel Financial
Missouri
$9.82M +$138K +1,706 +1%
CAN
64
Cetera Advisor Networks
California
$9.61M +$418K +5,169 +5%
SPIA
65
Steward Partners Investment Advisory
New York
$9.39M -$267K -3,300 -3%
ACA
66
Anchor Capital Advisors
Massachusetts
$9.33M -$2.06M -25,479 -18%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$9.17M +$5.82M +71,841 +173%
BF
68
BOK Financial
Oklahoma
$9.1M +$126K +1,556 +1%
JIC
69
Johnson Investment Counsel
Ohio
$9.05M -$245K -3,030 -3%
SEI Investments
70
SEI Investments
Pennsylvania
$8.79M -$3.32M -41,057 -27%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$8.77M -$5.76M -71,113 -40%
JFG
72
JMG Financial Group
Illinois
$8.67M -$198K -2,449 -2%
PWAG
73
Polaris Wealth Advisory Group
California
$8.53M -$2.88M -35,608 -26%
FPIS
74
Financial Planning & Information Services
Wisconsin
$8.52M -$52.7K -651 -0.6%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$8.29M +$1.09M +13,518 +15%