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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Chicago Wealth Management
Illinois
$4.37M +$344K +4,245 +9%
Goldman Sachs
102
Goldman Sachs
New York
$4.36M +$333K +4,114 +8%
APP
103
Avantax Planning Partners
Iowa
$4.31M +$4.32M +53,346 New
KFP
104
KMG Fiduciary Partners
Ohio
$4.29M -$406K -5,010 -9%
IWA
105
Inspirion Wealth Advisors
Illinois
$4.28M +$702K +8,671 +20%
MCWS
106
McKinley Carter Wealth Services
West Virginia
$4.14M +$3.93M +48,600 +1,836%
GW
107
GW & Wade
Massachusetts
$3.97M -$311K -3,841 -7%
HSA
108
HBK Sorce Advisory
Pennsylvania
$3.86M -$138K -1,701 -3%
RIG
109
Roosevelt Investment Group
New York
$3.76M -$36.3K -449 -1%
CB
110
Community Bank
New York
$3.66M -$27.1K -335 -0.7%
PFPT
111
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.58M -$127K -1,575 -3%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$3.55M -$517K -6,383 -13%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$3.5M -$7.29K -90 -0.2%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$3.48M -$13.8K -170 -0.4%
MA
115
MUFG Americas
New York
$3.46M -$221K -2,725 -6%
RFC
116
Regions Financial Corp
Alabama
$3.36M -$61.1K -755 -2%
CG
117
Corundum Group
Colorado
$3.29M +$64.8K +800 +2%
Citadel Advisors
118
Citadel Advisors
Florida
$3.28M +$3.29M +40,600 New
OAM
119
Occidental Asset Management
California
$3.28M +$25.9K +320 +0.8%
RC
120
Rinet Company
Massachusetts
$3.23M -$226K -2,793 -7%
EWA
121
EP Wealth Advisors
California
$3.08M -$1.21M -14,960 -28%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$3.02M +$3.02M +37,308 New
Prudential Financial
123
Prudential Financial
New Jersey
$3M +$231K +2,855 +8%
MGIA
124
Moneta Group Investment Advisors
Missouri
$2.97M +$2.17M +26,819 +269%
GT
125
Glenmede Trust
Pennsylvania
$2.9M +$183K +2,255 +7%