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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
$12.5M +$1.08M +9,410 +9%
JFG
77
JMG Financial Group
Illinois
$12.1M +$298K +2,603 +3%
BIM
78
Bridges Investment Management
Nebraska
$11.9M -$43K -375 -0.4%
HighTower Advisors
79
HighTower Advisors
Illinois
$11.4M +$550K +4,794 +5%
JIC
80
Johnson Investment Counsel
Ohio
$11.4M -$453K -3,947 -4%
HIP
81
HUB Investment Partners
Texas
$11M -$1.29M -11,239 -11%
APP
82
Avantax Planning Partners
Iowa
$10.9M +$2.06M +18,001 +23%
CWM
83
Connecticut Wealth Management
Connecticut
$10.9M
FPIS
84
Financial Planning & Information Services
Wisconsin
$10.9M -$596K -5,198 -5%
FWM
85
Filbrandt Wealth Management
Wisconsin
$10.3M -$73.1K -638 -0.7%
GW
86
GW & Wade
Massachusetts
$9.93M +$594K +5,184 +6%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$9.56M +$262K +2,287 +3%
BC
88
Bartlett & Co
Ohio
$9.55M +$262K +2,287 +3%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$9.55M -$148K -1,287 -2%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$9.37M +$2.52M +22,005 +37%
FCBT
91
First Citizens Bank & Trust
North Carolina
$9.29M -$559K -4,873 -6%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$9.24M +$8.84M +77,121 +3,626%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$9.17M +$936K +8,163 +11%
AssetMark Inc
94
AssetMark Inc
California
$9.11M +$2.2M +19,147 +32%
MML Investors Services
95
MML Investors Services
Massachusetts
$9.08M +$569K +4,967 +7%
FIM
96
Freedom Investment Management
Connecticut
$8.77M +$114K +990 +1%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$8.71M +$4.18M +36,467 +93%
SWM
98
Southern Wealth Management
Texas
$8.62M +$745K +6,497 +10%
CAN
99
Cetera Advisor Networks
California
$8.52M -$6.75M -58,904 -44%
XF
100
XML Financial
Maryland
$8.03M +$440K +3,834 +6%