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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
76
Bridges Investment Management
Nebraska
$11.3M -$4.47M -42,916 -29%
JIC
77
Johnson Investment Counsel
Ohio
$11.3M -$341K -3,274 -3%
JFG
78
JMG Financial Group
Illinois
$11.2M -$52.1K -500 -0.5%
FPIS
79
Financial Planning & Information Services
Wisconsin
$10.9M -$307K -2,944 -3%
FC
80
Forte Capital
New York
$10.8M +$398K +3,820 +4%
CWM
81
Connecticut Wealth Management
Connecticut
$10.4M -$50.2K -482 -0.5%
HighTower Advisors
82
HighTower Advisors
Illinois
$10.3M -$600K -5,760 -6%
FWM
83
Filbrandt Wealth Management
Wisconsin
$9.82M +$107K +1,027 +1%
FCBT
84
First Citizens Bank & Trust
North Carolina
$9.36M -$350K -3,363 -4%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$9.22M -$1.17M -11,203 -12%
GW
86
GW & Wade
Massachusetts
$8.88M +$234K +2,242 +3%
Goldman Sachs
87
Goldman Sachs
New York
$8.85M +$2.2M +21,142 +35%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$8.83M +$415K +3,988 +5%
BC
89
Bartlett & Co
Ohio
$8.83M +$415K +3,988 +5%
APP
90
Avantax Planning Partners
Iowa
$8.43M +$803K +7,711 +11%
FIM
91
Freedom Investment Management
Connecticut
$8.23M +$1.63M +15,697 +26%
MML Investors Services
92
MML Investors Services
Massachusetts
$8.09M +$691K +6,630 +10%
Creative Planning
93
Creative Planning
Kansas
$7.91M +$530K +5,093 +8%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$7.83M -$3.71M -35,660 -33%
A
95
AdvicePeriod
California
$7.67M -$83.7K -804 -1%
WA
96
Waverly Advisors
Alabama
$7.65M -$170K -1,628 -2%
FHA
97
First Horizon Advisors
Tennessee
$7.38M -$493K -4,731 -7%
SWM
98
Southern Wealth Management
Texas
$7.37M +$196K +1,886 +3%
XF
99
XML Financial
Maryland
$7.21M +$231K +2,215 +3%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$7.08M +$4.97M +47,732 +280%