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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%
FRA
329
Front Row Advisors
California
$166K – – –
DWM
330
Destination Wealth Management
California
$162K – – –
OBWP
331
O'Brien Wealth Partners
Massachusetts
$153K -$165K -1,970 -52%
SCM
332
Southport Capital Management
Tennessee
$148K +$148K +1,770 New
ST
333
Smithfield Trust
Pennsylvania
$143K – – –
GWS
334
Glassman Wealth Services
Virginia
$137K – – –
FIB
335
First Interstate Bank
Montana
$122K – – –
CDIA
336
Capital Directions Investment Advisors
Georgia
$119K +$3.17K +38 +3%
CHC
337
City Holding Co
West Virginia
$113K – – –
SIAS
338
Shine Investment Advisory Services
Colorado
$111K – – –
JGIA
339
Jackson Grant Investment Advisers
Connecticut
$104K +$334 +4 +0.3%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$102K – – –
OIA
341
OneDigital Investment Advisors
Kansas
$102K +$334 +4 +0.3%
WSTAM
342
Wilbanks Smith & Thomas Asset Management
Virginia
$96K +$95.5K +1,144 New
PFBT
343
Parkside Financial Bank & Trust
Missouri
$95K +$94.2K +1,128 +18,800%
SFSIG
344
San Francisco Sentry Investment Group
California
$94K -$14.2K -170 -13%
KTC
345
Kistler-Tiffany Companies
Pennsylvania
$93K – – –
KF
346
Krilogy Financial
Missouri
$91K +$90.9K +1,088 New
QCG
347
Quadrant Capital Group
Ohio
$88K – – –
GWM
348
Geneos Wealth Management
Colorado
$88K +$16.9K +202 +24%
GAM
349
Gemmer Asset Management
California
$86K -$25.1K -300 -23%
NFG
350
Next Financial Group
Texas
$82K -$295K -3,538 -78%