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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$20M +$125K +1,083 +0.6%
UB
52
UMB Bank
Missouri
$19.9M -$211K -1,821 -1%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$18.8M +$1.82M +15,693 +10%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$18M -$124K -1,070 -0.7%
AMG
55
Asset Management Group
Connecticut
$17.7M -$446K -3,851 -2%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$17.6M -$468K -4,039 -3%
CP
57
Covenant Partners
Tennessee
$17.6M -$854K -7,378 -5%
AssetMark Inc
58
AssetMark Inc
California
$17.4M +$8.63M +74,513 +94%
LL
59
LPWM LLC
Minnesota
$17.4M +$502K +4,335 +3%
HAFS
60
Hapanowicz & Associates Financial Services
Pennsylvania
$17M +$190K +1,639 +1%
JFG
61
JMG Financial Group
Illinois
$16.7M +$4.92M +42,516 +40%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$16.6M -$588K -5,076 -3%
RA
63
Rodgers & Associates
Pennsylvania
$16.3M +$14.5K +125 +0.1%
KAS
64
Kestra Advisory Services
Texas
$16.1M -$822K -7,097 -5%
LFWA
65
LBJ Family Wealth Advisors
Texas
$16M
CM
66
Churchill Management
California
$15.9M +$14K +121 +0.1%
GG
67
GenWealth Group
New Jersey
$15.9M -$205K -1,775 -1%
SEM
68
Strategic Equity Management
Arizona
$15.4M +$211K +1,825 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$14.7M -$3.22M -27,838 -18%
Stifel Financial
70
Stifel Financial
Missouri
$14.5M -$378K -3,261 -2%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$13.5M +$1.05M +9,112 +8%
FTS
72
Fifth Third Securities
Ohio
$13.3M +$13.6M +117,874 New
PWAG
73
Polaris Wealth Advisory Group
California
$12.9M -$122K -1,052 -0.9%
SPIA
74
Steward Partners Investment Advisory
New York
$12.7M -$2.15M -18,598 -14%
FC
75
Forte Capital
New York
$12.5M +$244K +2,111 +2%