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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
301
Davidson Trust Company
Washington
$282K +$7.6K +110 +3%
PWW
302
Pettyjohn Wood & White
Virginia
$281K -$26K -376 -8%
HSA
303
HBK Sorce Advisory
Pennsylvania
$279K +$11.5K +166 +4%
HR
304
Hayden Royal
North Carolina
$277K -$963K -13,944 -77%
MMPW
305
Mitchell McLeod Pugh & Williams
Alabama
$275K +$282K +4,080 New
IAA
306
Ironsides Asset Advisors
North Carolina
$270K – – –
WFM
307
Wolff Financial Management
Michigan
$270K – – –
SS
308
Sunbelt Securities
Texas
$269K -$8.29K -120 -3%
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K -$6.77K -98 -2%
WB
310
WesBanco Bank
West Virginia
$263K -$9.12K -132 -3%
GRP
311
Global Retirement Partners
California
$262K -$13.8K -200 -5%
RRC
312
Relaxing Retirement Coach
Massachusetts
$262K +$268K +3,880 New
FFWA
313
FRG Family Wealth Advisors
Washington
$258K – – –
VVP
314
Venture Visionary Partners
Ohio
$257K – – –
HCIA
315
Hochman Cole Investment Advisors
Illinois
$254K – – –
CIA
316
Capital Investment Advisors
Georgia
$253K – – –
BBNA
317
Bremer Bank National Association
Minnesota
$250K -$2.76K -40 -1%
FNBOO
318
First National Bank of Omaha
Nebraska
$250K – – –
TCOV
319
Trust Company of Vermont
Vermont
$248K -$46.7K -676 -16%
CCT
320
Country Club Trust
Missouri
$247K +$253K +3,664 New
UR
321
USCA RIA
Texas
$245K – – –
WC
322
Weil Company
California
$242K – – –
KL
323
KWMG LLC
Kansas
$237K -$18.2K -264 -7%
WCM
324
Wealthcare Capital Management
Virginia
$235K – – –
FT
325
Fiduciary Trust
Massachusetts
$235K +$241K +3,484 New