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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$1.16M -$182K -1,828 -12%
BSB
227
Bangor Savings Bank
Maine
$1.15M
UCFA
228
United Capital Financial Advisors
Texas
$1.15M -$25.6K -257 -2%
JIC
229
Johnson Investment Counsel
Ohio
$1.13M +$113K +1,131 +10%
EWM
230
Evercore Wealth Management
New York
$1.12M -$6.07K -61 -0.5%
HWM
231
HighMark Wealth Management
Minnesota
$1.11M +$7.57K +76 +0.6%
LC
232
LTG Capital
Massachusetts
$1.11M -$2.34M -23,546 -66%
WFA
233
Wellspring Financial Advisors
Ohio
$1.08M
Bessemer Group
234
Bessemer Group
New Jersey
$1.06M
PFS
235
Prospera Financial Services
Texas
$1.05M +$19.4K +195 +2%
AFC
236
AFT Forsyth & Company
Florida
$1.03M
AMCA
237
Arthur M. Cohen & Associates
Illinois
$1.02M +$100 +1 +0%
EDRIA
238
Edmonds Duncan Registered Investment Advisors
Kansas
$1.02M +$117K +1,174 +12%
SQA
239
Simon Quick Advisors
New Jersey
$1.01M
VW
240
Vance Wealth
California
$1.01M +$723K +7,267 +184%
RJT
241
Raymond James Trust
Florida
$1M -$71.9K -722 -6%
WAM
242
Weinberger Asset Management
California
$986K +$97.3K +977 +10%
WP
243
WealthShield Partners
North Carolina
$978K
BWCS
244
Beirne Wealth Consulting Services
Connecticut
$977K -$58.5K -588 -5%
WA
245
Waverly Advisors
Alabama
$976K
KM
246
Kalos Management
Georgia
$965K -$3.48K -35 -0.3%
CPA
247
Cardiff Park Advisors
California
$957K +$1.2K +12 +0.1%
TPSF
248
Texas Permanent School Fund
Texas
$957K +$1.06M +10,638 New
CGA
249
Crescent Grove Advisors
Illinois
$893K -$345K -3,468 -26%
OIA
250
OneDigital Investment Advisors
Kansas
$886K +$302K +3,030 +44%