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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$2.18M -$13.5K -124 -0.6%
AB
202
Atlas Brown
Kentucky
$2.16M -$314K -2,874 -12%
TCM
203
Telos Capital Management
California
$2.13M -$15.4K -141 -0.7%
TPCW
204
TD Private Client Wealth
New York
$2.1M -$63.5K -582 -3%
SPC
205
Sigma Planning Corp
Michigan
$2.1M -$477K -4,373 -18%
WT
206
Whittier Trust
California
$2.08M +$51.7K +474 +2%
BJL
207
Brighton Jones LLC
Washington
$2.05M +$2.18K +20 +0.1%
SCM
208
SOL Capital Management
Maryland
$2.03M -$65.5K -600 -3%
GIM
209
Goelzer Investment Management
Indiana
$2.03M -$24.7K -226 -1%
HIA
210
Harbor Investment Advisory
Maryland
$2.01M -$72.2K -662 -3%
SFB
211
STAR Financial Bank
Indiana
$2M +$81.6K +748 +4%
PFO
212
Pathstone Family Office
New Jersey
$1.99M +$546 +5 +0%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$1.95M +$65.2K +598 +3%
ASN
214
Advisory Services Network
Georgia
$1.91M +$443K +4,057 +29%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$1.89M -$22.5K -206 -1%
AFS
216
Annapolis Financial Services
Maryland
$1.86M – – –
HNB
217
Huntington National Bank
Ohio
$1.83M – – –
AIG
218
American International Group
New York
$1.81M +$556K +5,100 +43%
NFG
219
Nadler Financial Group
Illinois
$1.78M – – –
BlackRock
220
BlackRock
New York
$1.73M -$1.63M -14,976 -48%
WB
221
WesBanco Bank
West Virginia
$1.71M +$2.4K +22 +0.1%
BOSSRA
222
B.O.S.S. Retirement Advisors
Utah
$1.7M +$101K +922 +6%
Financial Engines Advisors
223
Financial Engines Advisors
California
$1.69M -$138K -1,269 -7%
CAS
224
Coppell Advisory Solutions
Texas
$1.69M +$1.75M +16,017 +12,227%
CASC
225
Coppell Advisory Solutions Corp
Texas
$1.69M +$1.75M +16,017 +12,227%