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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
326
Valley National Advisers
Pennsylvania
$200K -$2K -24 -1%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$199K -$1.17K -14 -0.6%
SWM
328
SeaCrest Wealth Management
New York
$176K -$2.17K -26 -1%
DWM
329
Destination Wealth Management
California
$162K
OBWP
330
O'Brien Wealth Partners
Massachusetts
$153K -$165K -1,970 -52%
SCM
331
Southport Capital Management
Tennessee
$148K +$148K +1,770 New
ST
332
Smithfield Trust
Pennsylvania
$143K
GWS
333
Glassman Wealth Services
Virginia
$137K
FIB
334
First Interstate Bank
Montana
$122K
CDIA
335
Capital Directions Investment Advisors
Georgia
$119K +$3.17K +38 +3%
CHC
336
City Holding Co
West Virginia
$113K
SIAS
337
Shine Investment Advisory Services
Colorado
$111K
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$104K +$334 +4 +0.3%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$102K
OIA
340
OneDigital Investment Advisors
Kansas
$102K +$334 +4 +0.3%
WSTAM
341
Wilbanks Smith & Thomas Asset Management
Virginia
$96K +$95.5K +1,144 New
PFBT
342
Parkside Financial Bank & Trust
Missouri
$95K +$94.2K +1,128 +18,800%
SFSIG
343
San Francisco Sentry Investment Group
California
$94K -$14.2K -170 -13%
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$93K
KF
345
Krilogy Financial
Missouri
$91K +$90.9K +1,088 New
QCG
346
Quadrant Capital Group
Ohio
$88K
GWM
347
Geneos Wealth Management
Colorado
$88K +$16.9K +202 +24%
GAM
348
Gemmer Asset Management
California
$86K -$25.1K -300 -23%
NFG
349
Next Financial Group
Texas
$82K -$295K -3,538 -78%
OC
350
Oakworth Capital
Alabama
$76K -$3.17K -38 -4%