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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
101
Wealth CMT
New Jersey
$3.74M -$146K -1,711 -3%
GW
102
GW & Wade
Massachusetts
$3.66M -$125K -1,462 -2%
SEI Investments
103
SEI Investments
Pennsylvania
$3.36M -$9.09M -106,305 -67%
MA
104
MUFG Americas
New York
$3.35M -$163K -1,911 -4%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$3.28M -$210K -2,460 -4%
HSA
106
HBK Sorce Advisory
Pennsylvania
$3.19M -$417K -4,877 -9%
FWM
107
FSA Wealth Management
Massachusetts
$3.15M +$338K +3,953 +9%
EVM
108
Eaton Vance Management
Massachusetts
$3.09M +$23.9K +280 +0.6%
CS
109
Comerica Securities
Michigan
$3M +$83K +971 +2%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$2.96M +$2.22M +25,964 +128%
PFPT
111
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.96M -$671K -7,843 -15%
CB
112
Community Bank
New York
$2.9M +$146K +1,709 +4%
APA
113
American Portfolios Advisors
New York
$2.89M +$35.4K +414 +0.9%
RFC
114
Regions Financial Corp
Alabama
$2.88M -$78.8K -921 -2%
IWA
115
Inspirion Wealth Advisors
Illinois
$2.88M -$45.8K -536 -1%
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M -$42.8M -500,124 -92%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$2.82M +$15.3K +179 +0.4%
Citigroup
118
Citigroup
New York
$2.8M -$168K -1,960 -4%
Creative Planning
119
Creative Planning
Kansas
$2.77M -$238K -2,779 -6%
GWMIA
120
Global Wealth Management Investment Advisory
Florida
$2.68M -$22.7K -266 -0.6%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$2.67M +$1.03M +12,022 +41%
OAM
122
Occidental Asset Management
California
$2.61M -$475K -5,558 -12%
PFM
123
Parsec Financial Management
North Carolina
$2.52M -$519K -6,065 -13%
CG
124
Corundum Group
Colorado
$2.52M +$23.9K +279 +0.7%
SQA
125
Simon Quick Advisors
New Jersey
$2.32M +$589K +6,888 +23%