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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Advisory Services Network
226
Advisory Services Network
Georgia
$1.58M +$183K +1,679 +13%
Parametric Portfolio Associates
227
Parametric Portfolio Associates
Washington
$1.57M -$39.8K -366 -3%
William Blair & Company
228
William Blair & Company
Illinois
$1.56M +$12.6K +116 +0.8%
CA
229
Cornerstone Advisory
Maryland
$1.55M – – –
United Capital Financial Advisors
230
United Capital Financial Advisors
Texas
$1.47M +$62.4K +573 +5%
CGA
231
Crescent Grove Advisors
Illinois
$1.45M – – –
FAIM
232
Financial Advocates Investment Management
Washington
$1.45M +$11.3K +104 +0.8%
Dana Investment Advisors
233
Dana Investment Advisors
Wisconsin
$1.44M -$129K -1,188 -8%
Bessemer Group
234
Bessemer Group
New Jersey
$1.44M – – –
Evercore Wealth Management
235
Evercore Wealth Management
New York
$1.44M -$84.9K -780 -6%
AMG National Trust Bank
236
AMG National Trust Bank
Colorado
$1.43M – – –
RIM
237
Rockbridge Investment Management
New York
$1.43M +$979 +9 +0.1%
BSB
238
Bangor Savings Bank
Maine
$1.42M – – –
HCM
239
HMS Capital Management
Tennessee
$1.4M +$218 +2 +0%
CWM
240
C2C Wealth Management
Arizona
$1.4M +$1.37M +12,604 New
Chicago Partners Investment Group
241
Chicago Partners Investment Group
Illinois
$1.39M +$6.75K +62 +0.5%
IWA
242
IBEX Wealth Advisors
New Jersey
$1.38M -$142K -1,306 -9%
PFA
243
Pinnacle Family Advisors
Missouri
$1.38M -$11.6M -106,890 -90%
AFC
244
AFT Forsyth & Company
Florida
$1.37M +$762 +7 +0.1%
AF
245
Advisornet Financial
Minnesota
$1.35M -$87.6K -805 -6%
WFA
246
Wellspring Financial Advisors
Ohio
$1.33M – – –
Waldron Private Wealth
247
Waldron Private Wealth
Pennsylvania
$1.32M +$249K +2,290 +24%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$1.3M -$33.5K -308 -3%
Waverly Advisors
249
Waverly Advisors
Alabama
$1.29M -$32.4K -298 -2%
FPGK
250
Financial Partners Group (Kansas)
Kansas
$1.25M +$366K +3,362 +40%