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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
251
Hudson Oak Wealth Advisory
New Jersey
$1.76M -$27.2K -192 -2%
CGA
252
Crescent Grove Advisors
Illinois
$1.74M – – –
Bessemer Group
253
Bessemer Group
New Jersey
$1.73M – – –
VA
254
Valmark Advisers
Ohio
$1.73M -$10.3K -73 -0.6%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.72M -$141 -1 -0%
SWA
256
SOA Wealth Advisors
New York
$1.71M -$39.5K -279 -2%
BM
257
Berman McAleer
Maryland
$1.71M -$28.3K -200 -2%
PAA
258
Peregrine Asset Advisers
Oregon
$1.65M -$6.93K -49 -0.4%
JE
259
JMAC Enterprises
Pennsylvania
$1.65M -$1.58M -11,203 -50%
WT
260
Whittier Trust
California
$1.63M -$165K -1,163 -9%
SFO
261
Stenger Family Office
Illinois
$1.61M -$120K -851 -7%
KP
262
Keel Point
Alabama
$1.57M – – –
JIC
263
Johnson Investment Counsel
Ohio
$1.57M -$242K -1,711 -14%
PPW
264
Presilium Private Wealth
Pennsylvania
$1.54M -$43.7K -309 -3%
RIG
265
Ramiah Investment Group
Wisconsin
$1.53M +$386K +2,729 +36%
VC
266
Vicus Capital
Pennsylvania
$1.52M -$105K -739 -7%
CFG
267
Citizens Financial Group
Rhode Island
$1.51M +$316K +2,235 +28%
UBS AM
268
UBS AM
Illinois
$1.5M -$390K -2,757 -21%
AIP
269
Ameritas Investment Partners
Nebraska
$1.49M – – –
PFM
270
Phillips Financial Management
Indiana
$1.49M – – –
CCFM
271
Clear Creek Financial Management
Washington
$1.48M +$1.42M +10,032 New
HWM
272
HighMark Wealth Management
Minnesota
$1.48M +$102K +724 +8%
OIA
273
OneDigital Investment Advisors
Kansas
$1.47M -$10.2K -72 -0.7%
KFGK
274
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$1.34M +9,449 New
FB
275
Fulton Bank
Pennsylvania
$1.39M -$15.6K -110 -1%