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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Smith Capital Management
Arkansas
$1.47M – – –
SMFS
202
Squar Milner Financial Services
California
$1.46M +$165K +1,810 +13%
CSM
203
CAMG Solamere Management
North Carolina
$1.46M +$65.8K +720 +5%
CP
204
CornerStone Partners
Virginia
$1.44M +$1.39M +15,164 New
SCG
205
Sonata Capital Group
Washington
$1.4M – – –
OC
206
Oppenheimer & Co
New York
$1.39M +$70.6K +773 +6%
SWM
207
Southern Wealth Management
Texas
$1.37M +$1.32M +14,497 New
Brown Advisory
208
Brown Advisory
Maryland
$1.35M -$88.9K -973 -6%
SW
209
SVB Wealth
Massachusetts
$1.34M +$70.2K +768 +6%
AT
210
Arden Trust
Delaware
$1.34M -$9.78K -107 -0.8%
GFS
211
GYL Financial Synergies
Connecticut
$1.34M +$7.4K +81 +0.6%
TNB
212
Thomasville National Bank
Georgia
$1.34M -$7.76K -85 -0.6%
DI
213
Disciplined Investments
Oklahoma
$1.32M +$1.27M +13,902 New
IAA
214
Independent Advisor Alliance
North Carolina
$1.29M +$1.24M +13,612 New
V
215
Veritable
Delaware
$1.29M – – –
CC
216
Cassaday & Co
Virginia
$1.28M -$5.02K -55 -0.4%
PSF
217
Pacific Sun Financial
California
$1.25M – – –
OAM
218
Oppenheimer Asset Management
New York
$1.24M +$1.16M +12,741 +3,559%
BPB
219
Badgley, Phelps & Bell
Washington
$1.24M – – –
NI
220
Nuance Investments
Missouri
$1.23M +$1.17M +12,788 New
HIA
221
Harbor Investment Advisory
Maryland
$1.23M +$1.18M +12,922 New
CL
222
Cabana LLC
Arkansas
$1.21M +$221K +2,414 +23%
TC
223
Telemus Capital
Michigan
$1.21M -$502K -5,490 -30%
PA
224
Paracle Advisors
Washington
$1.19M – – –
SCM
225
SOL Capital Management
Maryland
$1.19M +$1.92K +21 +0.2%