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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
226
Mid Atlantic Financial Management
Pennsylvania
$682K -$52.2K -658 -7%
LWAC
227
Laurel Wealth Advisors (California)
California
$678K +$43.5K +548 +7%
MBT
228
Montecito Bank & Trust
California
$666K -$45.2K -570 -6%
APA
229
American Portfolios Advisors
New York
$658K -$307K -3,866 -32%
SBH
230
Segall Bryant & Hamill
Illinois
$644K
AC
231
Alexandria Capital
Virginia
$639K +$317 +4 +0%
UBS AM
232
UBS AM
Illinois
$630K +$556K +7,008 +787%
MWM
233
Merriman Wealth Management
Washington
$626K -$3.32M -41,862 -84%
H
234
HoyleCohen
California
$623K
CPO
235
Cerity Partners OCIO
New York
$623K +$105K +1,318 +20%
GAM
236
Griffin Asset Management
New York
$616K +$16K +202 +3%
Brown Advisory
237
Brown Advisory
Maryland
$608K -$93.8K -1,182 -13%
W
238
WealthStone
Ohio
$605K
TIM
239
Thompson Investment Management
Wisconsin
$605K +$22.2K +280 +4%
VWM
240
Valley Wealth Managers
New Jersey
$596K +$251K +3,170 +74%
FCI
241
Financial Counselors Inc
Kansas
$590K -$23.5K -296 -4%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$584K -$1.11K -14 -0.2%
CA
243
Cambridge Advisors
Nebraska
$576K
LHC
244
Little House Capital
Massachusetts
$575K
TNB
245
Thomasville National Bank
Georgia
$572K +$2.54K +32 +0.4%
RMCM
246
Reynders McVeigh Capital Management
Massachusetts
$566K
AA
247
Advisory Alpha
Michigan
$566K +$52.4K +660 +10%
DBRC
248
D.B. Root & Company
Pennsylvania
$562K +$33.5K +422 +6%
APW
249
Acima Private Wealth
Virginia
$561K -$35.7K -450 -6%
PCMC
250
Private Capital Management (Colorado)
Colorado
$560K