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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAFS
51
Hapanowicz & Associates Financial Services
Pennsylvania
$18M -$731K -6,937 -4%
RA
52
Rodgers & Associates
Pennsylvania
$17.3M +$267K +2,536 +2%
RJA
53
Raymond James & Associates
Florida
$17.3M -$4.35M -41,337 -21%
FC
54
Forte Capital
New York
$17.3M -$522K -4,951 -3%
AMG
55
Asset Management Group
Connecticut
$17.2M -$153K -1,457 -0.9%
CAN
56
Cetera Advisor Networks
California
$16.5M +$1.11M +10,541 +8%
SEI Investments
57
SEI Investments
Pennsylvania
$16.4M -$9.23M -87,611 -37%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$16.1M -$259K -2,454 -2%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$16M +$69K +655 +0.5%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$15.6M +$1.72M +16,338 +13%
RFA
61
RTD Financial Advisors
Pennsylvania
$15.2M +$260K +2,469 +2%
WA
62
Waverly Advisors
Alabama
$15.1M -$203K -1,924 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$14.5M -$117K -1,113 -0.8%
Stifel Financial
64
Stifel Financial
Missouri
$14.5M +$311K +2,955 +2%
HighTower Advisors
65
HighTower Advisors
Illinois
$14.4M +$435K +4,131 +3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$14.2M -$105K -999 -0.8%
AAS
67
Avantax Advisory Services
Texas
$13.8M +$601K +5,701 +5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$13.5M -$243K -2,304 -2%
UB
69
UMB Bank
Missouri
$13.3M -$330K -3,132 -3%
GG
70
GenWealth Group
New Jersey
$13.2M +$12.6M +119,921 New
BCWM
71
Bartlett & Co Wealth Management
Ohio
$13M +$676K +6,420 +6%
BC
72
Bartlett & Co
Ohio
$13M +$676K +6,420 +6%
GW
73
GW & Wade
Massachusetts
$12.9M -$310K -2,946 -2%
BPWM
74
Badgley Phelps Wealth Managers
Washington
$12.6M +$561K +5,329 +5%
NA
75
NewEdge Advisors
Louisiana
$12.5M -$1.8M -17,129 -13%