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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
176
Sandy Spring Bank
Maryland
$320K – – –
SHWM
177
Smith & Howard Wealth Management
Georgia
$319K – – –
CAM
178
Cubic Asset Management
Massachusetts
$316K – – –
BAM
179
Berkshire Asset Management
Pennsylvania
$314K +$3.02K +50 +1%
FWC
180
First Washington Corp
Washington
$309K – – –
Natixis Advisors
181
Natixis Advisors
Massachusetts
$307K -$1.37M -22,657 -82%
BP
182
Ballentine Partners
Massachusetts
$305K – – –
VFS
183
VSR Financial Services
Kansas
$305K +$17.5K +290 +6%
RIM
184
Regent Investment Management
Kentucky
$302K -$1.21M -19,993 -80%
MCWS
185
McKinley Carter Wealth Services
West Virginia
$290K -$63.3K -1,050 -18%
UBWV
186
United Bank (West Virginia)
West Virginia
$289K – – –
Mariner
187
Mariner
Kansas
$284K -$281K -4,662 -50%
SI
188
SII Investments
Wisconsin
$281K -$13.2K -219 -5%
BFPW
189
BOK Financial Private Wealth
Colorado
$280K -$48.8K -809 -15%
AR
190
Advisory Research
Illinois
$280K +$276K +4,581 New
MBT
191
Montecito Bank & Trust
California
$274K +$271K +4,494 New
BTS
192
BB&T Securities
Virginia
$272K +$269K +4,464 New
Chevy Chase Trust
193
Chevy Chase Trust
Maryland
$268K -$12.3K -204 -4%
FNBT
194
FineMark National Bank & Trust
Florida
$267K +$17.1K +284 +7%
FTIOP
195
Fiduciary Trust International of Pennsylvania
Pennsylvania
$265K +$12.7K +210 +5%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$265K +$262K +4,343 New
RIA
197
Regal Investment Advisors
Michigan
$260K -$42.8K -709 -14%
BSWMG
198
Barrington Strategic Wealth Management Group
Illinois
$260K +$258K +4,275 New
IH
199
IFC Holdings
Florida
$257K -$7.6K -126 -3%
SFSIG
200
San Francisco Sentry Investment Group
California
$253K – – –