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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$5.55M -$871K -10,324 -14%
KFP
102
KMG Fiduciary Partners
Ohio
$5.5M +$167K +1,980 +3%
PFPT
103
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.18M +$924K +10,952 +22%
EWA
104
EP Wealth Advisors
California
$5.05M -$3.21M -38,060 -40%
A
105
AdvicePeriod
California
$4.79M +$374K +4,431 +9%
GW
106
GW & Wade
Massachusetts
$4.73M -$91.5K -1,085 -2%
1IA
107
1834 Investment Advisors
Wisconsin
$4.56M -$186K -2,200 -4%
TSW
108
Thompson Siegel & Walmsley
Virginia
$4.51M -$46M -545,675 -91%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$4.51M +$77.3K +917 +2%
BC
110
Bartlett & Co
Ohio
$4.5M +$77.3K +917 +2%
PFM
111
Parsec Financial Management
North Carolina
$4.5M -$35.8K -425 -0.8%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$4.45M -$150K -1,773 -3%
Citigroup
113
Citigroup
New York
$4.42M -$186K -2,201 -4%
IWA
114
Inspirion Wealth Advisors
Illinois
$4.4M +$198K +2,343 +5%
DC
115
Derby & Company
Massachusetts
$4.35M +$193K +2,293 +5%
OAM
116
Occidental Asset Management
California
$4.17M +$114K +1,355 +3%
EVM
117
Eaton Vance Management
Massachusetts
$4.17M +$4.04M +47,950 New
AF
118
Advisornet Financial
Minnesota
$4.07M +$208K +2,461 +6%
CA
119
Cetera Advisors
Colorado
$4.04M -$52.8K -626 -1%
STMM
120
South Texas Money Management
Texas
$4.01M +$285K +3,378 +8%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$3.87M -$7.5K -89 -0.2%
RFC
122
Regions Financial Corp
Alabama
$3.83M -$232K -2,746 -6%
CA
123
Cornerstone Advisory
Maryland
$3.82M -$434K -5,150 -10%
Prudential Financial
124
Prudential Financial
New Jersey
$3.76M +$2.43M +28,855 +200%
CB
125
Community Bank
New York
$3.73M +$97.4K +1,155 +3%