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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
201
Squar Milner Financial Services
California
$1.22M +$117K +1,392 +11%
OC
202
Oppenheimer & Co
New York
$1.21M -$102K -1,213 -8%
MC
203
Mathes Company
New York
$1.21M +$540K +6,400 +85%
BIA
204
BHK Investment Advisors
Alabama
$1.19M -$65.2K -773 -5%
BCM
205
Brookstone Capital Management
Illinois
$1.15M +$124K +1,474 +13%
BPB
206
Badgley, Phelps & Bell
Washington
$1.13M – – –
DADC
207
D.A. Davidson & Co
Montana
$1.12M +$180K +2,131 +20%
NWS
208
Newport Wealth Strategies
California
$1.1M -$40.5K -480 -4%
BAS
209
Brown Advisory Securities
Maryland
$1.09M -$160K -1,893 -13%
PA
210
Paracle Advisors
Washington
$1.09M -$126K -1,500 -11%
SCM
211
SOL Capital Management
Maryland
$1.09M – – –
SIA
212
Starfire Investment Advisers
Michigan
$1.08M +$1.1K +13 +0.1%
HNB
213
Huntington National Bank
Ohio
$1.06M – – –
NNP
214
Nachman Norwood & Parrott
South Carolina
$1.05M – – –
GWA
215
Guidant Wealth Advisors
Illinois
$1.02M -$15K -178 -1%
VR
216
Viridian RIA
Washington
$1.02M – – –
CWM
217
Cahaba Wealth Management
Georgia
$1M +$47.4K +562 +5%
GP
218
Girard Partners
Pennsylvania
$1M -$12.1K -143 -1%
ASN
219
Advisory Services Network
Georgia
$979K -$135K -1,603 -12%
BUB
220
BBVA USA Bancshares
Texas
$979K – – –
MIAN
221
Mariner Independent Advisor Network
Kansas
$951K +$10.2K +121 +1%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$926K +$468K +5,545 +108%
WI
223
Wedgewood Investors
Pennsylvania
$921K – – –
CBN
224
Cadence Bank NA
Texas
$907K +$86.4K +1,024 +11%
MCWS
225
McKinley Carter Wealth Services
West Virginia
$899K – – –