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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
201
Old National Bancorp
Indiana
$465K +$28.5K +396 +7%
SSB
202
Sandy Spring Bank
Maryland
$455K -$1.44K -20 -0.3%
RJT
203
Raymond James Trust
Florida
$454K -$97K -1,350 -18%
EK
204
Evensky & Katz
Florida
$450K -$52K -724 -11%
BSWMG
205
Barrington Strategic Wealth Management Group
Illinois
$448K -$142K -1,970 -24%
NSCM
206
New South Capital Management
Tennessee
$435K -$712K -9,900 -63%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$435K +$424K +5,896 New
WCM
208
Wisconsin Capital Management
Wisconsin
$432K – – –
MCM
209
MAI Capital Management
Ohio
$430K +$419K +5,829 New
RCAG
210
Rehmann Capital Advisory Group
Michigan
$425K -$55.9K -778 -12%
TBA
211
Train Babcock Advisors
New York
$420K – – –
IB
212
Intrust Bank
Kansas
$419K – – –
PFG
213
Pacific Financial Group
Washington
$406K – – –
FNBT
214
FineMark National Bank & Trust
Florida
$404K +$39.1K +544 +11%
CAM
215
Cubic Asset Management
Massachusetts
$401K +$862 +12 +0.2%
CCM
216
Cohen Capital Management
California
$399K +$862 +12 +0.2%
TI
217
Truepoint Inc
Ohio
$392K – – –
CNBT
218
Canandaigua National Bank & Trust
New York
$378K – – –
AA
219
Alesco Advisors
New York
$376K -$10.8K -150 -3%
BAM
220
Berkshire Asset Management
Pennsylvania
$376K – – –
BP
221
Ballentine Partners
Massachusetts
$370K – – –
DADC
222
D.A. Davidson & Co
Montana
$369K -$16.4K -228 -4%
SI
223
SII Investments
Wisconsin
$368K +$144 +2 +0%
NES
224
New England Securities
New York
$367K +$719 +10 +0.2%
SPC
225
Sigma Planning Corp
Michigan
$365K +$356K +4,947 New