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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
201
Veritable
Delaware
$1.11M -$36.7K -454 -3%
PSF
202
Pacific Sun Financial
California
$1.09M +$4.45K +55 +0.4%
OC
203
Oppenheimer & Co
New York
$1.06M -$41.6K -514 -4%
FNT
204
First National Trust
Pennsylvania
$1.06M -$564K -6,969 -35%
FIM
205
Freedom Investment Management
Connecticut
$1.06M -$55.4K -684 -5%
BPB
206
Badgley, Phelps & Bell
Washington
$1.06M +$1.06M +13,078 New
SCG
207
Sonata Capital Group
Washington
$1.02M
BFM
208
Broadview Financial Management
Wisconsin
$1.02M -$104K -1,279 -9%
TNB
209
Thomasville National Bank
Georgia
$987K -$74.4K -919 -7%
VR
210
Viridian RIA
Washington
$950K
SFA
211
Sequoia Financial Advisors
Ohio
$949K +$44.4K +549 +5%
SCM
212
Smith Capital Management
Arkansas
$948K -$31.2K -385 -3%
PPA
213
Parametric Portfolio Associates
Washington
$946K +$218K +2,691 +30%
BIA
214
BHK Investment Advisors
Alabama
$918K -$53.5K -661 -5%
Franklin Resources
215
Franklin Resources
California
$904K -$215K -2,652 -19%
LNC
216
Lincoln National Corp
Pennsylvania
$891K +$10K +124 +1%
PCG
217
Private Capital Group
Connecticut
$861K -$524K -6,471 -38%
MMA
218
Miracle Mile Advisors
California
$856K +$858K +10,594 New
NNP
219
Nachman Norwood & Parrott
South Carolina
$850K
KCM
220
Kennedy Capital Management
Missouri
$836K -$173K -2,134 -17%
SW
221
SVB Wealth
Massachusetts
$824K +$14.1K +174 +2%
FWM
222
Frontier Wealth Management
Missouri
$811K -$19.3K -238 -2%
SWP
223
Stratos Wealth Partners
Ohio
$804K -$238K -2,940 -23%
CC
224
Courier Capital
New York
$799K -$34.6K -428 -4%
MPPLM
225
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$799K +$800K +9,888 New