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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M
226
MOTCO
Texas
$285K +$140K +2,126 +98%
VWA
227
V Wealth Advisors
Kansas
$279K +$2.38K +36 +0.9%
APSP
228
Asset Planning Services (Pennsylvania)
Pennsylvania
$274K +$1.06K +16 +0.4%
DIA
229
Dana Investment Advisors
Wisconsin
$274K +$272K +4,114 New
GA
230
Geneva Advisors
Illinois
$271K -$6.61K -100 -2%
JIR
231
James Investment Research
Ohio
$269K – – –
PMG
232
ProVise Management Group
Florida
$266K -$45.6K -690 -15%
CBU
233
CIBC Bank USA
Illinois
$263K – – –
FNBT
234
FineMark National Bank & Trust
Florida
$263K – – –
FNBTCON
235
First National Bank & Trust Co of Newtown
Pennsylvania
$259K -$51.5K -780 -17%
Brown Advisory
236
Brown Advisory
Maryland
$258K -$83.7K -1,266 -25%
BAAM
237
Baker Avenue Asset Management
California
$255K – – –
FFWA
238
FRG Family Wealth Advisors
Washington
$254K – – –
ZF
239
Zhang Financial
Michigan
$252K – – –
HCIA
240
Hochman Cole Investment Advisors
Illinois
$250K +$23.9K +362 +11%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$250K -$13.2K -200 -5%
CWM
242
Cornerstone Wealth Management
Missouri
$249K +$251K +3,806 New
QCMC
243
Quantum Capital Management (California)
California
$240K +$9.12K +138 +4%
AllianceBernstein
244
AllianceBernstein
Tennessee
$234K – – –
CCA
245
Cobblestone Capital Advisors
New York
$231K – – –
CGL
246
Clarius Group LLC
Washington
$230K -$13.2K -200 -5%
FNBOO
247
First National Bank of Omaha
Nebraska
$230K – – –
WS
248
Wedbush Securities
California
$225K +$5.15K +78 +2%
SIC
249
Sigma Investment Counselors
Michigan
$222K -$9.91K -150 -4%
CFA
250
CT Financial Advisors
Pennsylvania
$218K +$925 +14 +0.4%