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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$1.5M -$743K -6,885 -33%
AF
227
Advisornet Financial
Minnesota
$1.5M +$159K +1,477 +12%
CGA
228
Crescent Grove Advisors
Illinois
$1.49M +$1.48M +13,703 +105%
FAIM
229
Financial Advocates Investment Management
Washington
$1.48M +$42.5K +394 +3%
PPA
230
Parametric Portfolio Associates
Washington
$1.45M -$101K -939 -7%
UCFA
231
United Capital Financial Advisors
Texas
$1.45M -$12.1K -112 -0.8%
ANTB
232
AMG National Trust Bank
Colorado
$1.42M
CA
233
CoreCap Advisors
Michigan
$1.41M +$235K +2,179 +20%
FNBOSM
234
First National Bank of South Miami
Florida
$1.41M +$286K +2,654 +26%
BSB
235
Bangor Savings Bank
Maine
$1.41M
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.4M -$203K -1,880 -13%
EWM
237
Evercore Wealth Management
New York
$1.4M -$24.5K -227 -2%
CWM
238
C2C Wealth Management
Arizona
$1.38M -$7.99K -74 -0.6%
Bessemer Group
239
Bessemer Group
New Jersey
$1.37M -$58K -537 -4%
AFC
240
AFT Forsyth & Company
Florida
$1.36M +$432 +4 +0%
ASN
241
Advisory Services Network
Georgia
$1.35M -$202K -1,875 -13%
WFA
242
Wellspring Financial Advisors
Ohio
$1.32M
CPIG
243
Chicago Partners Investment Group
Illinois
$1.31M +$1.4K +13 +0.1%
WA
244
Waverly Advisors
Alabama
$1.31M -$9.82K -91 -0.8%
WPW
245
Waldron Private Wealth
Pennsylvania
$1.31M
DIA
246
Dana Investment Advisors
Wisconsin
$1.31M -$122K -1,126 -9%
MIAN
247
Mariner Independent Advisor Network
Kansas
$1.3M +$1.28M +11,828 New
BFS
248
Bradley Foster & Sargent
Connecticut
$1.28M +$1.26M +11,652 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1.27M +$399K +3,701 +47%
HWM
250
HighMark Wealth Management
Minnesota
$1.26M +$80.2K +743 +7%