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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
301
Prospera Financial Services
Texas
$225K +$231K +2,914 New
PSF
302
Pacific Sun Financial
California
$216K +$222K +2,800 New
FI
303
FormulaFolio Investments
Michigan
$215K -$662K -8,348 -75%
CWM
304
Cahaba Wealth Management
Georgia
$214K +$8.25K +104 +4%
AMG
305
Advisors Management Group
Wisconsin
$213K
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$210K
BlackRock
307
BlackRock
New York
$209K -$17.3K -218 -7%
ANTB
308
AMG National Trust Bank
Colorado
$209K
SDWMA
309
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K
AB
310
Atlas Brown
Kentucky
$205K +$6.18K +78 +3%
HTC
311
Haverford Trust Company
Pennsylvania
$205K +$211K +2,658 New
DCM
312
Donaldson Capital Management
Indiana
$204K -$19.8K -250 -9%
WS
313
Wedbush Securities
California
$204K
BF
314
Blankinship & Foster
California
$201K
VNA
315
Valley National Advisers
Pennsylvania
$186K +$1.9K +24 +1%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$184K
SEI Investments
317
SEI Investments
Pennsylvania
$180K -$7.3K -92 -4%
CAC
318
Certified Advisory Corp
Florida
$176K -$8.09K -102 -4%
FRA
319
Front Row Advisors
California
$171K
PWM
320
Perigon Wealth Management
California
$170K +$111K +1,400 +175%
SWM
321
SeaCrest Wealth Management
New York
$165K +$476 +6 +0.3%
CPIG
322
Chicago Partners Investment Group
Illinois
$160K +$8.88K +112 +6%
LF
323
Lee Financial
Texas
$157K -$161K -2,032 -50%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$156K
KF
325
Krilogy Financial
Missouri
$156K +$79.1K +998 +97%