investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

ISHARES TR RUS MDCP VAL ETF
(464287473)

Funds Reporting Holdings of ISHARES TR RUS MDCP VAL ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 4,772 $425,000k Jun 30, 2019 Jul 23, 2019
Stephens Group Asset Management LLC 1,676,443 $149,421k Jun 30, 2019 Jul 15, 2019
Northrock Partners LLC 233,366 $20,802k Jun 30, 2019 Aug 12, 2019
Bishop & Company Investment Management LLC 168,269 $14,998k Jun 30, 2019 Aug 9, 2019
Asset Management Corporation 164,944 $14,701k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 164,944 $14,701k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 164,944 $14,701k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 164,944 $14,701k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 164,944 $14,701k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 164,944 $14,701k Jun 30, 2019 Aug 14, 2019
Polaris Greystone Financial Group LLC 144,056 $12,912k Jun 30, 2019 Jul 25, 2019
The Genwealth Group Inc 141,737 $12,688k Jun 30, 2019 Jul 10, 2019
Hapanowicz & Associates Financial Services Inc 126,744 $11,303k Jun 30, 2019 Jul 29, 2019
JMG Financial Group Ltd 123,656 $11,022k Jun 30, 2019 Aug 2, 2019
Connecticut Wealth Management LLC 96,105 $8,566k Jun 30, 2019 Jul 29, 2019
Fifth Third Securities Inc 88,092 $7,851k Jun 30, 2019 Jul 30, 2019
Accredited Investors Inc 74,528 $6,643k Jun 30, 2019 Aug 13, 2019
Huntington Steele LLC 65,385 $5,651k Mar 31, 2018 Apr 18, 2018
Cambridge Investment Research Advisors Inc 59,523 $5,305k Jun 30, 2019 Aug 15, 2019
Adviceperiod LLC 58,973 $5,256k Jun 30, 2019 Jul 22, 2019
Port Capital LLC 55,635 $4,959k Jun 30, 2019 Aug 14, 2019
Inspirion Wealth Advisors LLC 49,525 $4,414k Jun 30, 2019 Jul 15, 2019
Cornerstone Advisory LLC 34,825 $3,104k Jun 30, 2019 Aug 8, 2019
Lejeune Puetz Investment Counsel 33,072 $2,948k Jun 30, 2019 Jul 29, 2019
PURE Financial Advisors Inc 29,209 $2,603k Jun 30, 2019 Jul 11, 2019
Insight 2811 Inc 23,111 $2,087k Jun 30, 2019 Jul 9, 2019
Financial Advisory Service Inc 22,099 $1,970k Jun 30, 2019 Jul 25, 2019
Baltimore-Washington Financial Advisors Inc 20,944 $1,867k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 19,475 $1,735k Jun 30, 2019 Jul 19, 2019
Ausdal Financial Partners Inc 17,761 $1,610k Jun 30, 2019 Aug 5, 2019
Sonata Capital Group Inc 14,926 $1,330k Jun 30, 2019 Aug 5, 2019
The Mathes Company Inc 13,890 $1,238k Jun 30, 2019 Jul 29, 2019
CAMG Solamere Management LLC 13,872 $1,237k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 17,456 $1,222k Sep 30, 2014 Nov 17, 2014
Badgley Phelps and Bell Inc 13,078 $1,166k Jun 30, 2019 Jul 30, 2019
Newport Wealth Strategies Inc 12,921 $1,152k Jun 30, 2019 Jul 22, 2019
BHK Investment Advisors LLC 11,204 $999k Jun 30, 2019 Aug 2, 2019
Cahaba Wealth Management Inc 11,050 $984k Jun 30, 2019 Jul 31, 2019
Bigelow Investment Advisors LLC 10,465 $933k Jun 30, 2019 Jul 17, 2019
SVA Plumb Wealth Management LLC 9,956 $887k Jun 30, 2019 Aug 13, 2019
Alesco Advisors LLC 9,426 $840k Jun 30, 2019 Aug 14, 2019
Mckinley Carter Wealth Services Inc 9,280 $827k Jun 30, 2019 Aug 2, 2019
Cabana LLC 9,494 $822k Jun 30, 2019 Aug 9, 2019
Twin Focus Capital Partners LLC 9,098 $811k Jun 30, 2019 Aug 14, 2019
Nuance Investments LLC 8,845 $788k Jun 30, 2019 Aug 12, 2019
Kayne Anderson Rudnick Investment Management LLC 8,390 $748k Jun 30, 2019 Aug 14, 2019
Ballew Advisors Inc 7,436 $670k Jun 30, 2019 Jul 17, 2019
Harbour Capital Advisors LLC 7,255 $647k Jun 30, 2019 Jul 10, 2019
FORD Financial Group Inc 6,339 $565k Jun 30, 2019 Jul 25, 2019
Foundations Investment Advisors LLC 5,545 $501k Jun 30, 2019 Jul 8, 2019
Cranbrook Wealth Management LLC 5,464 $487k Jun 30, 2019 Aug 7, 2019
Cohen Capital Management Inc 5,346 $476k Jun 30, 2019 Aug 7, 2019
Family Legacy Inc 5,277 $470k Jun 30, 2019 Jul 25, 2019
AFT Forsyth and Company Inc 4,982 $444k Jun 30, 2019 Jul 29, 2019
Northstar Wealth Partners LLC 4,752 $424k Jun 30, 2019 Aug 15, 2019
Evensky & KATZ LLC 4,793 $416k Mar 31, 2019 Aug 6, 2019
Allen Investment Management LLC 4,493 $400k Jun 30, 2019 Aug 12, 2019
Crestwood Advisors Group LLC 4,460 $398k Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 4,266 $380k Jun 30, 2019 Aug 12, 2019
IRON Financial LLC 4,362 $379k Jun 30, 2019 Aug 2, 2019
EFG Asset Management Americas Corp 3,933 $351k Jun 30, 2019 Jul 9, 2019
Ancora Family Wealth Advisors LLC 4,455 $342k Sep 30, 2016 Nov 4, 2016
Stokes & Hubbell Capital Management LLC 3,825 $332k Mar 31, 2019 Apr 24, 2019
O'Brien Wealth Partners LLC 3,497 $316k Jun 30, 2019 Jul 8, 2019
Beese Fulmer Investment Management Inc 3,478 $310k Jun 30, 2019 Jul 5, 2019
Smith & Howard Wealth Management LLC 3,330 $297k Jun 30, 2019 Jul 23, 2019
Valmark Advisers Inc 3,284 $293k Jun 30, 2019 Aug 7, 2019
Northwest Wealth Management LLC 2,831 $252k Jun 30, 2019 Jul 23, 2019
Johanson Financial Advisors Inc 2,616 $233k Jun 30, 2019 Jul 29, 2019
Ballast Inc 2,504 $223k Jun 30, 2019 Jul 26, 2019
Middleton & Company Inc 2,401 $214k Jun 30, 2019 Jul 25, 2019
Oarsman Capital Inc 2,334 $208k Jun 30, 2019 Aug 13, 2019
Crescent Grove Advisors LLC 2,248 $200k Jun 30, 2019 Aug 6, 2019
Emerald Investment Partners LLC 962 $86k Jun 30, 2019 Aug 12, 2019
Barrett Asset Management LLC 825 $74k Jun 30, 2019 Aug 5, 2019
Jackson Grant Investment Advisers Inc 745 $66k Jun 30, 2019 Aug 13, 2019
Permanens Capital LP 649 $58k Jun 30, 2019 Aug 9, 2019
First Manhattan Co 634 $56k Jun 30, 2019 Aug 16, 2019
SYM Financial Corporation 460 $41k Jun 30, 2019 Jul 29, 2019
Litman Gregory Asset Management LLC 416 $37k Jun 30, 2019 Jul 31, 2019
Biltmore Family Office LLC 310 $28k Jun 30, 2019 Jul 31, 2019
Transamerica Financial Advisors Inc 16 $2k Jun 30, 2019 Aug 21, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.