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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPB
176
Badgley, Phelps & Bell
Washington
$929K – – –
WI
177
Wedgewood Investors
Pennsylvania
$913K – – –
WI
178
WrapManager Inc
California
$854K -$17.2K -225 -2%
SWP
179
Stratos Wealth Partners
Ohio
$853K +$30.7K +403 +4%
BCM
180
BTC Capital Management
Iowa
$828K – – –
HCA
181
Harbour Capital Advisors
Virginia
$821K -$9.38K -123 -1%
Chevy Chase Trust
182
Chevy Chase Trust
Maryland
$815K – – –
MWP
183
MYCIO Wealth Partners
Pennsylvania
$800K +$3.58K +47 +0.5%
NPF
184
Norris Perne & French
Michigan
$778K – – –
SAM
185
Solaris Asset Management
New York
$764K +$556K +7,289 +274%
SPC
186
Sigma Planning Corp
Michigan
$746K +$56.2K +737 +8%
MCM
187
MAI Capital Management
Ohio
$742K -$66.6K -873 -8%
MFW
188
Mosaic Family Wealth
Missouri
$733K -$7.78K -102 -1%
AAM
189
Autus Asset Management
Arizona
$732K +$25.2K +331 +4%
NPC
190
National Planning Corporation
California
$721K +$114K +1,498 +18%
BWFA
191
Baltimore-Washington Financial Advisors
Maryland
$720K +$88.5K +1,160 +14%
CC
192
Cassaday & Co
Virginia
$691K -$14.4K -189 -2%
FAAS
193
First Allied Advisory Services
California
$674K -$1.81M -23,772 -73%
NFC
194
Northeast Financial Consultants
Connecticut
$671K -$23.7K -311 -3%
AZA
195
Arthur Zaske & Associates
Michigan
$658K +$653K +8,566 New
FA
196
FDx Advisors
Illinois
$649K -$345K -4,530 -35%
PFPT
197
Pinnacle Financial Partners (Tennessee)
Tennessee
$630K +$257K +3,371 +69%
NI
198
Nuance Investments
Missouri
$617K +$613K +8,032 New
MCWS
199
McKinley Carter Wealth Services
West Virginia
$605K +$114K +1,490 +23%
Kayne Anderson Rudnick Investment Management
200
Kayne Anderson Rudnick Investment Management
California
$594K – – –