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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$867K -$305K -4,370 -27%
BRWA
152
B. Riley Wealth Advisors
Florida
$823K +$728K +10,433 +87%
UCFA
153
United Capital Financial Advisors
Texas
$819K -$30.7K -440 -4%
HNB
154
Huntington National Bank
Ohio
$786K – – –
TCM
155
Telos Capital Management
California
$783K +$25.8K +370 +4%
Comerica Bank
156
Comerica Bank
Texas
$780K -$2.51K -36 -0.3%
FCI
157
Financial Counselors Inc
Kansas
$775K -$31.5K -451 -4%
PFA
158
Pure Financial Advisors
California
$772K -$73.1K -1,048 -9%
CIC
159
Carnegie Investment Counsel
Ohio
$769K -$29.9K -428 -4%
NFC
160
Northeast Financial Consultants
Connecticut
$758K +$728K +10,442 New
SCM
161
SOL Capital Management
Maryland
$755K – – –
FAAS
162
First Allied Advisory Services
California
$745K -$3.63K -52 -0.5%
NPF
163
Norris Perne & French
Michigan
$736K – – –
FNT
164
First National Trust
Pennsylvania
$717K – – –
ZF
165
Zhang Financial
Michigan
$686K -$10.5K -150 -2%
NPC
166
National Planning Corporation
California
$660K +$114K +1,636 +22%
CWM
167
Confluence Wealth Management
Oregon
$652K +$627K +8,983 New
SC
168
SouthState Corp
Florida
$644K -$13.9K -199 -2%
AA
169
Alesco Advisors
New York
$629K +$291K +4,166 +93%
MCM
170
Maryland Capital Management
Maryland
$617K -$69.8K -1,000 -11%
TNB
171
Thomasville National Bank
Georgia
$617K +$8.02K +115 +1%
CHFS
172
Cobble Hill Financial Services
New Jersey
$603K +$69.8K +1,000 +14%
HB
173
Homrich & Berg
Georgia
$588K +$565K +8,100 New
CC
174
Courier Capital
New York
$584K -$1.05K -15 -0.2%
CWM
175
Cranbrook Wealth Management
Michigan
$583K – – –