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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APSP
226
Asset Planning Services (Pennsylvania)
Pennsylvania
$274K +$1.06K +16 +0.4%
DIA
227
Dana Investment Advisors
Wisconsin
$274K +$272K +4,114 New
GA
228
Geneva Advisors
Illinois
$271K -$6.61K -100 -2%
JIR
229
James Investment Research
Ohio
$269K
PMG
230
ProVise Management Group
Florida
$266K -$45.6K -690 -15%
CBU
231
CIBC Bank USA
Illinois
$263K
FNBT
232
FineMark National Bank & Trust
Florida
$263K
FNBTCON
233
First National Bank & Trust Co of Newtown
Pennsylvania
$259K -$51.5K -780 -17%
Brown Advisory
234
Brown Advisory
Maryland
$258K -$83.7K -1,266 -25%
BAAM
235
Baker Avenue Asset Management
California
$255K
FFWA
236
FRG Family Wealth Advisors
Washington
$254K
ZF
237
Zhang Financial
Michigan
$252K
HCIA
238
Hochman Cole Investment Advisors
Illinois
$250K +$23.9K +362 +11%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$250K -$13.2K -200 -5%
CWM
240
Cornerstone Wealth Management
Missouri
$249K +$251K +3,806 New
QCMC
241
Quantum Capital Management (California)
California
$240K +$9.12K +138 +4%
AllianceBernstein
242
AllianceBernstein
Tennessee
$234K
CCA
243
Cobblestone Capital Advisors
New York
$231K
CGL
244
Clarius Group LLC
Washington
$230K -$13.2K -200 -5%
FNBOO
245
First National Bank of Omaha
Nebraska
$230K
WS
246
Wedbush Securities
California
$225K +$5.15K +78 +2%
SIC
247
Sigma Investment Counselors
Michigan
$222K -$9.91K -150 -4%
CFA
248
CT Financial Advisors
Pennsylvania
$218K +$925 +14 +0.4%
BFPW
249
BOK Financial Private Wealth
Colorado
$218K +$217K +3,278 New
KA
250
Klingman & Associates
New York
$215K