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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
301
Sowell Financial Services
Arkansas
$231K +$222K +2,840 New
TAIM
302
TD Ameritrade Investment Management
Nebraska
$230K +$15.6K +200 +7%
B
303
Bailard
California
$228K
WA
304
Wealth Architects
California
$226K +$468 +6 +0.2%
FNT
305
First National Trust
Pennsylvania
$225K +$219K +2,812 New
HH
306
Hilltop Holdings
Texas
$224K
WCM
307
Wealthcare Capital Management
Virginia
$224K
AMG
308
Advisors Management Group
Wisconsin
$223K
SG
309
StoneX Group
New York
$220K +$214K +2,742 New
CWM
310
Cahaba Wealth Management
Georgia
$219K +$156 +2 +0.1%
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$218K
SDWMA
312
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K -$37K -474 -15%
ANTB
313
AMG National Trust Bank
Colorado
$216K
AB
314
Atlas Brown
Kentucky
$212K +$201K +2,570 New
HSBC Holdings
315
HSBC Holdings
United Kingdom
$211K -$79.3K -1,016 -28%
WS
316
Wedbush Securities
California
$211K
MCM
317
Millie Capital Management
California
$210K
BF
318
Blankinship & Foster
California
$208K +$203K +2,600 New
AF
319
Alerus Financial
North Dakota
$207K +$202K +2,584 New
CL
320
CPWM LLC
Washington
$206K +$201K +2,572 New
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$205K +$9.68K +124 +5%
CAM
322
Concorde Asset Management
Michigan
$203K -$195K -2,498 -50%
NCM
323
Narwhal Capital Management
Georgia
$200K +$195K +2,500 New
SEI Investments
324
SEI Investments
Pennsylvania
$194K +$43.4K +556 +30%
VNA
325
Valley National Advisers
Pennsylvania
$191K