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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$357K -$6.56K -84 -2%
M
252
MOTCO
Texas
$349K -$24.2K -310 -7%
AWA
253
Arete Wealth Advisors
Illinois
$345K -$81.6K -1,046 -20%
NFG
254
Next Financial Group
Texas
$344K -$12.8K -164 -4%
CG
255
Corundum Group
Colorado
$344K – – –
MMHP
256
Murphy Middleton Hinkle & Parker
Georgia
$344K +$335K +4,298 New
FNBTCON
257
First National Bank & Trust Co of Newtown
Pennsylvania
$343K +$70.2K +900 +27%
OBWP
258
O'Brien Wealth Partners
Massachusetts
$340K – – –
CRC
259
Curi RMB Capital
Illinois
$335K +$327K +4,184 New
WI
260
WBI Investments
New Jersey
$333K +$325K +4,164 New
MBT
261
Montecito Bank & Trust
California
$325K +$11.7K +150 +4%
LF
262
Lee Financial
Texas
$325K +$159K +2,032 +100%
NWS
263
Newport Wealth Strategies
California
$325K +$313K +4,004 New
WP
264
WealthSource Partners
California
$324K -$58.8K -754 -16%
FCI
265
Financial Counselors Inc
Kansas
$324K -$15.6K -200 -5%
JIR
266
James Investment Research
Ohio
$324K – – –
CBU
267
CIBC Bank USA
Illinois
$318K +$17.5K +224 +6%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$310K – – –
ZF
269
Zhang Financial
Michigan
$309K – – –
VF
270
Virtu Financial
New York
$309K +$301K +3,854 New
FFWA
271
FRG Family Wealth Advisors
Washington
$306K – – –
GEA
272
Glen Eagle Advisors
New Jersey
$303K +$13.3K +170 +5%
PL
273
Plancorp LLC
Missouri
$303K – – –
HCIA
274
Hochman Cole Investment Advisors
Illinois
$301K – – –
CCA
275
Cobblestone Capital Advisors
New York
$300K -$31.2K -400 -10%