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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
Millie Capital Management
California
$200K -$861K -11,606 -82%
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$187K +$63.5K +856 +54%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$182K -$10.5K -142 -6%
VNA
304
Valley National Advisers
Pennsylvania
$182K – – –
GWS
305
Glassman Wealth Services
Virginia
$174K – – –
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$158K +$81.6K +1,100 +113%
LF
307
Lee Financial
Texas
$155K – – –
CPIG
308
Chicago Partners Investment Group
Illinois
$149K -$137K -1,854 -49%
CDIA
309
Capital Directions Investment Advisors
Georgia
$149K +$39.9K +538 +38%
Manulife (Manufacturers Life Insurance)
310
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K -$2.67K -36 -2%
SEI Investments
311
SEI Investments
Pennsylvania
$143K +$132K +1,786 +2,077%
BTIS
312
BB&T Investment Services
North Carolina
$137K – – –
ST
313
Smithfield Trust
Pennsylvania
$130K – – –
VFA
314
Valeo Financial Advisors
Indiana
$124K +$120K +1,622 New
OIA
315
OneDigital Investment Advisors
Kansas
$111K -$59.2K -798 -35%
FIB
316
First Interstate Bank
Montana
$111K – – –
QCG
317
Quadrant Capital Group
Ohio
$111K – – –
CHC
318
City Holding Co
West Virginia
$103K – – –
SIAS
319
Shine Investment Advisory Services
Colorado
$102K -$5.64K -76 -5%
GAM
320
Gemmer Asset Management
California
$101K – – –
JGIA
321
Jackson Grant Investment Advisers
Connecticut
$94K +$445 +6 +0.5%
WA
322
Winfield Associates
Ohio
$93K – – –
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$88K -$20.9K -282 -20%
IWM
324
IHT Wealth Management
Illinois
$88K +$2.37K +32 +3%
OC
325
Oakworth Capital
Alabama
$86K -$12.6K -170 -13%