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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Gupta Wealth Management
California
$74K -$31.2K -510 -29%
WA
227
Winfield Associates
Ohio
$70K – – –
MBT
228
Monroe Bank & Trust
Michigan
$69K – – –
BBHC
229
Brown Brothers Harriman & Co
New York
$67K +$70.7K +1,154 New
FCCM
230
First City Capital Management
Georgia
$54.2K – – –
KF
231
Krilogy Financial
Missouri
$50K +$53.5K +874 New
WA
232
WFG Advisors
Texas
$49K -$2.57K -42 -5%
SF
233
Synovus Financial
Georgia
$49K – – –
PSUF
234
People's United Financial
Connecticut
$48K – – –
WRM
235
Westport Resources Management
Connecticut
$43K – – –
TIM
236
Tortoise Investment Management
New York
$41K – – –
CFS
237
Commonwealth Financial Services
West Virginia
$38K – – –
SSB
238
Sandy Spring Bank
Maryland
$37K – – –
S
239
SignatureFD
Georgia
$30K – – –
UFA
240
US Financial Advisors
Massachusetts
$28K – – –
CG
241
Colony Group
Massachusetts
$26K -$42.4K -692 -61%
ANBT
242
American National Bank & Trust
Texas
$26K -$40.9K -668 -59%
AF
243
Allworth Financial
California
$26K +$1.35K +22 +5%
CTC
244
Central Trust Company
Missouri
$25K +$6.13K +100 +29%
IF
245
Ironwood Financial
Arizona
$23K – – –
SCA
246
Strategic Capital Alternatives
United States
$23K – – –
ZB
247
Zions Bancorporation
Utah
$23K – – –
TC
248
Trust Company
Kansas
$23K +$24.4K +398 New
IWMPD
249
Integrated Wealth Management (Palm Desert)
California
$22K -$7.35K -120 -24%
FPFS
250
First Personal Financial Services
North Carolina
$21K – – –