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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
76
Forte Capital
New York
$6.09M +$45K +578 +0.8%
GLI
77
Guardian Life Insurance
New York
$5.98M
OWM
78
Orgel Wealth Management
Wisconsin
$5.94M +$5.76M +73,893 New
Northern Trust
79
Northern Trust
Illinois
$5.9M +$2.32M +29,770 +68%
RC
80
Rinet Company
Massachusetts
$5.63M -$65.1K -835 -1%
UCFA
81
United Capital Financial Advisors
Texas
$5.3M -$18.8K -241 -0.4%
RFC
82
Regions Financial Corp
Alabama
$5.19M +$52.9K +679 +1%
Mariner
83
Mariner
Kansas
$5.17M +$1.06M +13,591 +27%
HS
84
Huntington Steele
Pennsylvania
$5.15M -$8.8K -113 -0.2%
PFG
85
Piershale Financial Group
Illinois
$4.93M +$4.78M +61,316 New
SEI Investments
86
SEI Investments
Pennsylvania
$4.72M +$2M +25,682 +78%
OAM
87
Occidental Asset Management
California
$4.67M +$120K +1,546 +3%
PFM
88
Parsec Financial Management
North Carolina
$4.64M +$59.9K +769 +1%
HighTower Advisors
89
HighTower Advisors
Illinois
$4.63M +$29.7K +381 +0.7%
William Blair & Company
90
William Blair & Company
Illinois
$4.53M -$106K -1,356 -2%
1IA
91
1834 Investment Advisors
Wisconsin
$4.49M -$24.5K -315 -0.6%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$4.39M +$69K +886 +2%
GT
93
Glenmede Trust
Pennsylvania
$4.22M +$42.9K +550 +1%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$4.19M +$111K +1,429 +3%
Citigroup
95
Citigroup
New York
$4.15M +$1.12M +14,412 +39%
GFG
96
Gray Financial Group
Georgia
$4.05M
Baird Financial Group
97
Baird Financial Group
Wisconsin
$4M +$823K +10,566 +27%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$4M -$441K -5,660 -10%
MWM
99
Meridian Wealth Management
Kentucky
$3.96M +$3.84M +49,268 New
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$3.94M -$5.38K -69 -0.1%