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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Covington Capital Management
California
$59K – – –
TWA
377
TCI Wealth Advisors
Arizona
$58K – – –
ONST
378
Old North State Trust
North Carolina
$56K – – –
WA
379
WealthTrust-Arizona
Arizona
$56K +$306 +4 +0.5%
EWA
380
ERTS Wealth Advisors
Michigan
$56K +$62.2K +814 New
SWP
381
Strategic Wealth Partners
Ohio
$52K – – –
FCMT
382
Founders Capital Management (Texas)
Texas
$52K +$612 +8 +1%
OC
383
Oakworth Capital
Alabama
$50K -$13.8K -180 -20%
TIM
384
Tortoise Investment Management
New York
$50K – – –
BCA
385
Berman Capital Advisors
Georgia
$48K +$53.5K +700 New
CFG
386
Citizens Financial Group
Rhode Island
$47K – – –
Chevy Chase Trust
387
Chevy Chase Trust
Maryland
$47K +$51.8K +678 New
GWM
388
Geneos Wealth Management
Colorado
$45K -$30.7K -402 -38%
CFN
389
Cordasco Financial Network
Florida
$36K – – –
S
390
SignatureFD
Georgia
$36K – – –
CAM
391
Cresset Asset Management
Illinois
$35K +$38.2K +500 New
RCAG
392
Rehmann Capital Advisory Group
Michigan
$34.9K -$5.2M -68,030 -99%
ANBT
393
American National Bank & Trust
Texas
$32K – – –
OIA
394
Optimum Investment Advisors
Illinois
$32K – – –
MFBTD
395
MB Financial Bank - Trust Department
Illinois
$31K – – –
PWMG
396
Prestige Wealth Management Group
New Jersey
$31K +$33.9K +444 New
MG
397
MilWealth Group
Wisconsin
$30.9K +$34.1K +446 New
TF
398
Tompkins Financial
New York
$30K – – –
UBS AM
399
UBS AM
Illinois
$28.8K -$1.53K -20 -5%
FANJ
400
Financial Architects (New Jersey)
New Jersey
$28K – – –