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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Next Financial Group
Texas
$344K -$12.8K -164 -4%
CG
252
Corundum Group
Colorado
$344K
MMHP
253
Murphy Middleton Hinkle & Parker
Georgia
$344K +$335K +4,298 New
FNBTCON
254
First National Bank & Trust Co of Newtown
Pennsylvania
$343K +$70.2K +900 +27%
OBWP
255
O'Brien Wealth Partners
Massachusetts
$340K
CRC
256
Curi RMB Capital
Illinois
$335K +$327K +4,184 New
WI
257
WBI Investments
New Jersey
$333K +$325K +4,164 New
MBT
258
Montecito Bank & Trust
California
$325K +$11.7K +150 +4%
LF
259
Lee Financial
Texas
$325K +$159K +2,032 +100%
NWS
260
Newport Wealth Strategies
California
$325K +$313K +4,004 New
WP
261
WealthSource Partners
California
$324K -$58.8K -754 -16%
FCI
262
Financial Counselors Inc
Kansas
$324K -$15.6K -200 -5%
JIR
263
James Investment Research
Ohio
$324K
CBU
264
CIBC Bank USA
Illinois
$318K +$17.5K +224 +6%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$310K
ZF
266
Zhang Financial
Michigan
$309K
VF
267
Virtu Financial
New York
$309K +$301K +3,854 New
FFWA
268
FRG Family Wealth Advisors
Washington
$306K
GEA
269
Glen Eagle Advisors
New Jersey
$303K +$13.3K +170 +5%
PL
270
Plancorp LLC
Missouri
$303K
HCIA
271
Hochman Cole Investment Advisors
Illinois
$301K
CCA
272
Cobblestone Capital Advisors
New York
$300K -$31.2K -400 -10%
FNBOO
273
First National Bank of Omaha
Nebraska
$297K
PWA
274
Peterson Wealth Advisors
Utah
$294K +$287K +3,674 New
LFAS
275
Level Four Advisory Services
Texas
$290K