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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Covenant Partners
Tennessee
$15.7M +$57.4K +637 +0.4%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$15.6M +$1.25M +13,852 +9%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$15.4M +$842K +9,338 +6%
KAS
54
Kestra Advisory Services
Texas
$15.1M +$1.79M +19,818 +14%
GG
55
GenWealth Group
New Jersey
$14.4M -$415K -4,608 -3%
PAG
56
Private Advisor Group
New Jersey
$14.4M +$943K +10,456 +8%
BIM
57
Bridges Investment Management
Nebraska
$14.2M
HSBC Holdings
58
HSBC Holdings
United Kingdom
$13.9M -$2.17M -24,044 -14%
RA
59
Rodgers & Associates
Pennsylvania
$13.8M +$12.8M +142,244 New
CM
60
Churchill Management
California
$13.8M +$12.8M +142,198 New
Northern Trust
61
Northern Trust
Illinois
$13.6M +$5.38M +59,641 +74%
LFWA
62
LBJ Family Wealth Advisors
Texas
$13.5M +$166K +1,837 +1%
HAFS
63
Hapanowicz & Associates Financial Services
Pennsylvania
$13.3M -$9.56K -106 -0.1%
LL
64
LPWM LLC
Minnesota
$13.3M -$790K -8,763 -6%
Brown Advisory
65
Brown Advisory
Maryland
$12.8M -$811 -9 -0%
PWAG
66
Polaris Wealth Advisory Group
California
$12.8M +$2.37M +26,325 +26%
Stifel Financial
67
Stifel Financial
Missouri
$12.8M +$924K +10,248 +8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$78.6K +872 +0.7%
AssetMark Inc
69
AssetMark Inc
California
$12.7M +$11.8M +131,081 +3,277,025%
CAN
70
Cetera Advisor Networks
California
$12M +$398K +4,416 +4%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$11.9M +$843K +9,346 +8%
Mariner
72
Mariner
Kansas
$11.7M -$3.52M -39,096 -24%
FIA
73
Foundations Investment Advisors
Arizona
$11.5M +$10.3M +114,491 New
SEI Investments
74
SEI Investments
Pennsylvania
$11.3M +$642K +7,123 +7%
SPIA
75
Steward Partners Investment Advisory
New York
$10.8M -$460K -5,097 -4%