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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evercore Wealth Management
New York
$1.45M
GT
227
Glenmede Trust
Pennsylvania
$1.44M
PPA
228
Parametric Portfolio Associates
Washington
$1.41M -$36.6K -343 -3%
NFG
229
Next Financial Group
Texas
$1.4M +$1.12M +10,477 +376%
BSB
230
Bangor Savings Bank
Maine
$1.38M
RIM
231
Rockbridge Investment Management
New York
$1.36M +$254K +2,380 +23%
WA
232
Waverly Advisors
Alabama
$1.32M +$21.9K +205 +2%
ANTB
233
AMG National Trust Bank
Colorado
$1.31M +$214K +2,000 +19%
FF
234
Friedenthal Financial
New Jersey
$1.31M +$875K +8,195 +193%
AFC
235
AFT Forsyth & Company
Florida
$1.3M -$26.7K -250 -2%
FAIM
236
Financial Advocates Investment Management
Washington
$1.3M -$126K -1,181 -9%
CPIG
237
Chicago Partners Investment Group
Illinois
$1.28M +$40.5K +379 +3%
Citigroup
238
Citigroup
New York
$1.27M -$9.08K -85 -0.7%
WFA
239
Wellspring Financial Advisors
Ohio
$1.27M +$378K +3,535 +42%
TA
240
Tiedemann Advisors
New York
$1.25M
Bessemer Group
241
Bessemer Group
New Jersey
$1.24M
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$1.24M -$53.7K -503 -4%
CGA
243
Crescent Grove Advisors
Illinois
$1.24M +$206K +1,928 +20%
KM
244
Kalos Management
Georgia
$1.24M -$465K -4,355 -27%
BAM
245
Belpointe Asset Management
Nevada
$1.19M -$498K -4,667 -29%
MGIA
246
Matthew Goff Investment Advisor
Texas
$1.19M
KIC
247
Kensington Investment Counsel
California
$1.19M -$453K -4,245 -27%
Deutsche Bank
248
Deutsche Bank
Germany
$1.18M -$71.7K -671 -6%
RC
249
RegentAtlantic Capital
New Jersey
$1.18M
DIA
250
Dana Investment Advisors
Wisconsin
$1.17M -$106K -993 -8%