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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
201
Kennedy Capital Management
Missouri
$840K +$362K +4,642 +80%
HCA
202
Harbour Capital Advisors
Virginia
$836K -$23.3K -299 -3%
NPF
203
Norris Perne & French
Michigan
$832K +$15.7K +201 +2%
SPC
204
Sigma Planning Corp
Michigan
$831K +$48.8K +626 +6%
NPC
205
National Planning Corporation
California
$805K +$16.8K +215 +2%
TFA
206
Transamerica Financial Advisors
Florida
$799K +$399K +5,127 +107%
AWM
207
AE Wealth Management
Kansas
$784K +$759K +9,745 New
AAM
208
Autus Asset Management
Arizona
$758K -$8.96K -115 -1%
CC
209
Cassaday & Co
Virginia
$751K +$26.5K +340 +4%
Millennium Management
210
Millennium Management
New York
$723K -$3.04M -38,990 -81%
ICOA
211
Investment Centers of America
North Dakota
$714K +$105K +1,342 +18%
SAM
212
Solaris Asset Management
New York
$709K -$88.4K -1,135 -11%
MFW
213
Mosaic Family Wealth
Missouri
$709K -$57.3K -736 -8%
MCWS
214
McKinley Carter Wealth Services
West Virginia
$708K +$72.3K +928 +12%
NFC
215
Northeast Financial Consultants
Connecticut
$707K +$4.44K +57 +0.7%
LW
216
Linscomb Wealth
Texas
$703K +$186K +2,385 +38%
FNT
217
First National Trust
Pennsylvania
$700K +$114K +1,459 +20%
AIA
218
Avalon Investment & Advisory
Texas
$683K +$661K +8,490 New
AZA
219
Arthur Zaske & Associates
Michigan
$682K -$6.39K -82 -1%
FCI
220
Financial Counselors Inc
Kansas
$663K +$642K +8,243 New
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$632K +$104K +1,339 +21%
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$622K
NFG
223
Nations Financial Group
Iowa
$614K +$115K +1,471 +24%
Franklin Resources
224
Franklin Resources
California
$592K +$109K +1,400 +24%
ONB
225
Old National Bancorp
Indiana
$591K -$1.56K -20 -0.3%