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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Winfield Associates
Ohio
$70K
MBT
227
Monroe Bank & Trust
Michigan
$69K
BBHC
228
Brown Brothers Harriman & Co
New York
$67K +$70.7K +1,154 New
FCCM
229
First City Capital Management
Georgia
$54.2K
KF
230
Krilogy Financial
Missouri
$50K +$53.5K +874 New
WA
231
WFG Advisors
Texas
$49K -$2.57K -42 -5%
SF
232
Synovus Financial
Georgia
$49K
PSUF
233
People's United Financial
Connecticut
$48K
WRM
234
Westport Resources Management
Connecticut
$43K
TIM
235
Tortoise Investment Management
New York
$41K
CFS
236
Commonwealth Financial Services
West Virginia
$38K
SSB
237
Sandy Spring Bank
Maryland
$37K
S
238
SignatureFD
Georgia
$30K
UFA
239
US Financial Advisors
Massachusetts
$28K
CG
240
Colony Group
Massachusetts
$26K -$42.4K -692 -61%
ANBT
241
American National Bank & Trust
Texas
$26K -$40.9K -668 -59%
AF
242
Allworth Financial
California
$26K +$1.35K +22 +5%
CTC
243
Central Trust Company
Missouri
$25K +$6.13K +100 +29%
IF
244
Ironwood Financial
Arizona
$23K
SCA
245
Strategic Capital Alternatives
United States
$23K
ZB
246
Zions Bancorporation
Utah
$23K
TC
247
Trust Company
Kansas
$23K +$24.4K +398 New
IWMPD
248
Integrated Wealth Management (Palm Desert)
California
$22K -$7.35K -120 -24%
FPFS
249
First Personal Financial Services
North Carolina
$21K
HR
250
Howe & Rusling
New York
$21K +$2.82K +46 +14%