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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
226
Capital Directions Investment Advisors
Georgia
$92K – – –
PCTC
227
Perkins Coie Trust Company
Washington
$92K – – –
CHP
228
Cable Hill Partners
Oregon
$92K +$89.3K +1,440 New
ST
229
Smithfield Trust
Pennsylvania
$78K – – –
WA
230
Winfield Associates
Ohio
$78K +$62K +1,000 +455%
MBT
231
Monroe Bank & Trust
Michigan
$77K +$74.4K +1,200 New
GWA
232
Genesis Wealth Advisors
Massachusetts
$76.7K +$71.9K +1,160 New
ANBT
233
American National Bank & Trust
Texas
$72K -$38.9K -628 -36%
GAM
234
Gemmer Asset Management
California
$69K -$4.34K -70 -6%
BPBT
235
Boston Private Bank & Trust
Massachusetts
$64K – – –
FCCM
236
First City Capital Management
Georgia
$58.8K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$58K – – –
TAIM
238
TD Ameritrade Investment Management
Nebraska
$58K – – –
PSUF
239
People's United Financial
Connecticut
$54K – – –
SF
240
Synovus Financial
Georgia
$54K – – –
Betterment LLC
241
Betterment LLC
New York
$52K +$50.3K +812 New
WRM
242
Westport Resources Management
Connecticut
$48K +$248 +4 +0.5%
TIM
243
Tortoise Investment Management
New York
$46K +$7.19K +116 +19%
NES
244
New England Securities
New York
$44K -$11K -178 -20%
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$39K +$620 +10 +2%
TDC
246
Thompson Davis & Co
Virginia
$39K +$1.98K +32 +5%
KT
247
Kanaly Trust
Texas
$37K – – –
S
248
SignatureFD
Georgia
$33K – – –
UFA
249
US Financial Advisors
Massachusetts
$31K +$30.4K +490 New
RMAM
250
Raab & Moskowitz Asset Management
New Jersey
$30K +$29.3K +472 New