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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
101
GW & Wade
Massachusetts
$5.54M +$230K +2,513 +4%
AF
102
Advisornet Financial
Minnesota
$5.47M +$610K +6,682 +13%
XF
103
XML Financial
Maryland
$5.44M +$5.24M +57,386 New
Lazard Asset Management
104
Lazard Asset Management
New York
$5.38M
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$5.35M +$4.42M +48,434 +594%
BC
106
Brinker Capital
Pennsylvania
$5.33M +$4.34M +47,553 +544%
OPS
107
Orion Portfolio Solutions
Nebraska
$5.3M +$5.11M +55,901 New
BCWM
108
Bartlett & Co Wealth Management
Ohio
$5.28M +$134K +1,462 +3%
GT
109
Glenmede Trust
Pennsylvania
$5.21M +$352K +3,848 +8%
CWM
110
Chicago Wealth Management
Illinois
$5.18M +$5M +54,706 New
HSA
111
HBK Sorce Advisory
Pennsylvania
$5.17M -$589K -6,444 -11%
MA
112
MUFG Americas
New York
$5.13M -$235K -2,575 -5%
PFPT
113
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.11M +$42.2K +462 +0.9%
KCM
114
Kennedy Capital Management
Missouri
$5.08M +$4.01M +43,899 +452%
DC
115
Derby & Company
Massachusetts
$4.94M +$101K +1,101 +2%
PRWA
116
Platte River Wealth Advisors
Colorado
$4.6M +$4.52M +49,514 New
EVM
117
Eaton Vance Management
Massachusetts
$4.54M -$15.9K -174 -0.4%
OAM
118
Occidental Asset Management
California
$4.38M -$30.8K -337 -0.7%
Creative Planning
119
Creative Planning
Kansas
$4.35M +$350K +3,827 +9%
RFC
120
Regions Financial Corp
Alabama
$4.35M +$61.1K +669 +1%
CS
121
Comerica Securities
Michigan
$4.35M +$210K +2,302 +5%
Citigroup
122
Citigroup
New York
$4.33M -$395K -4,321 -9%
IWA
123
Inspirion Wealth Advisors
Illinois
$4.31M -$822 -9 -0%
RT
124
Rockland Trust
Massachusetts
$4.31M -$604K -6,616 -13%
PFM
125
Parsec Financial Management
North Carolina
$4.3M -$132K -1,444 -3%