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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
251
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329K +$70.4K +880 +28%
CIA
252
Capital Investment Advisors
Georgia
$328K – – –
JIR
253
James Investment Research
Ohio
$328K – – –
FHC
254
First Heartland Consultants
Missouri
$325K -$192K -2,396 -37%
BRWA
255
B. Riley Wealth Advisors
Florida
$323K -$10.7K -134 -3%
NWS
256
Newport Wealth Strategies
California
$315K -$8.96K -112 -3%
FI
257
FormulaFolio Investments
Michigan
$315K +$88.3K +1,104 +40%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$314K – – –
FNBOO
259
First National Bank of Omaha
Nebraska
$313K +$16.5K +206 +6%
FFWA
260
FRG Family Wealth Advisors
Washington
$309K – – –
OBWP
261
O'Brien Wealth Partners
Massachusetts
$308K -$35.4K -442 -10%
ZF
262
Zhang Financial
Michigan
$307K – – –
BIA
263
BHK Investment Advisors
Alabama
$305K – – –
HCIA
264
Hochman Cole Investment Advisors
Illinois
$305K – – –
MGIA
265
Matthew Goff Investment Advisor
Texas
$298K -$492K -6,154 -70%
BS
266
Boenning & Scattergood
Pennsylvania
$297K +$294K +3,670 New
HTC
267
Haverford Trust Company
Pennsylvania
$294K +$77.4K +968 +36%
PL
268
Plancorp LLC
Missouri
$291K – – –
IWM
269
IHT Wealth Management
Illinois
$289K -$11.7K -146 -4%
CCA
270
Cobblestone Capital Advisors
New York
$287K – – –
LFAS
271
Level Four Advisory Services
Texas
$273K -$38.9K -486 -13%
GEA
272
Glen Eagle Advisors
New Jersey
$273K -$31.2K -390 -10%
SIC
273
Sigma Investment Counselors
Michigan
$267K – – –
LSAG
274
Lake Street Advisors Group
New Hampshire
$265K – – –
RFWA
275
RPg Family Wealth Advisory
Massachusetts
$264K +$261K +3,264 New