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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
76
Avantax Planning Partners
Iowa
$18.3M -$430K -2,726 -2%
WA
77
Waverly Advisors
Alabama
$17.6M -$159K -1,007 -0.9%
KFG
78
Kingdom Financial Group
Arizona
$16.1M -$140K -885 -0.9%
Northern Trust
79
Northern Trust
Illinois
$16M -$2.9M -18,385 -16%
FHC
80
First Horizon Corporation
Tennessee
$15.6M +$312K +1,979 +2%
MCM
81
MAI Capital Management
Ohio
$15.5M +$919K +5,824 +7%
BCIM
82
Bishop & Co Investment Management
Pennsylvania
$15.3M +$23.7K +150 +0.2%
OAM
83
Occidental Asset Management
California
$15.2M -$143K -906 -1%
BF
84
BOK Financial
Oklahoma
$14.7M +$56K +355 +0.4%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$14.2M +$175K +1,112 +1%
JIC
86
Johnson Investment Counsel
Ohio
$13.8M -$160K -1,012 -1%
NA
87
NewEdge Advisors
Louisiana
$13.8M -$211K -1,336 -2%
KPWS
88
Kestra Private Wealth Services
Texas
$13.8M +$314K +1,992 +2%
SC
89
Savant Capital
Illinois
$13.5M +$121K +765 +0.9%
CA
90
Clearstead Advisors
Ohio
$13.4M -$181K -1,147 -1%
MWM
91
Moran Wealth Management
Florida
$12.9M +$12M +75,964 +3,174%
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$12.8M +$8.12M +51,434 +194%
LI
93
LifeWealth Investments
Florida
$12.7M +$60.3K +382 +0.5%
WFA
94
WestHill Financial Advisors
California
$12.3M -$37.2K -236 -0.3%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$12.2M -$53.2K -337 -0.5%
JFG
96
JMG Financial Group
Illinois
$12.1M -$55.5K -352 -0.5%
SAG
97
Sentinel Advisory Group
Wisconsin
$11.3M +$557K +3,527 +5%
OCM
98
One Capital Management
California
$11.2M
XF
99
XML Financial
Maryland
$11.2M +$42.8K +271 +0.4%
MML Investors Services
100
MML Investors Services
Massachusetts
$11.2M +$236K +1,495 +2%