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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
251
Global Trust Asset Management
Florida
$542K
KIA
252
KCM Investment Advisors
California
$539K
KC
253
Kingfisher Capital
North Carolina
$533K +$11.3K +146 +2%
DBRC
254
D.B. Root & Company
Pennsylvania
$520K +$18.3K +236 +4%
AA
255
Advisory Alpha
Michigan
$518K +$8.21K +106 +2%
CPO
256
Cerity Partners OCIO
New York
$510K -$4.18K -54 -0.8%
MSAM
257
Moloney Securities Asset Management
Missouri
$505K +$88K +1,136 +21%
HCA
258
Harbour Capital Advisors
Virginia
$503K
RG
259
Rikoon Group
New Mexico
$503K +$929 +12 +0.2%
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$501K +$1.86K +24 +0.4%
BEI
261
Benjamin Edwards Inc
Missouri
$489K +$482K +6,228 New
MIC
262
Meridian Investment Counsel
California
$486K
HW
263
Hancock Whitney
Mississippi
$481K -$80.5K -1,040 -15%
BJL
264
Brighton Jones LLC
Washington
$481K +$929 +12 +0.2%
PA
265
PFG Advisors
Arizona
$477K -$19.2K -248 -4%
TWP
266
Total Wealth Planning
Ohio
$475K -$13.3K -172 -3%
BUB
267
BBVA USA Bancshares
Texas
$463K +$457K +5,898 New
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$458K
JIC
269
Johnson Investment Counsel
Ohio
$457K +$8.52K +110 +2%
KCM
270
Kanawha Capital Management
Virginia
$452K -$15.5K -200 -3%
KP
271
Keel Point
Alabama
$448K
Renaissance Technologies
272
Renaissance Technologies
New York
$440K +$434K +5,600 New
MWM
273
Modera Wealth Management
New Jersey
$429K -$47.4K -612 -10%
PWW
274
Pettyjohn Wood & White
Virginia
$424K +$75.9K +980 +22%
CBB
275
Citizens Business Bank
California
$422K -$10.4K -134 -2%