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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$32K -$19.8K -286 -37%
ANBT
402
American National Bank & Trust
Texas
$32K – – –
TWA
403
TCI Wealth Advisors
Arizona
$32K – – –
CIAS
404
Capital Investment Advisory Services
North Carolina
$30K -$40.9K -592 -57%
CFD
405
Creative Financial Designs
Indiana
$30K +$138 +2 +0.5%
LWM
406
Liberty Wealth Management
California
$28K – – –
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
YAL
408
Your Advocates Ltd
Texas
$27K – – –
ZB
409
Zions Bancorporation
Utah
$27K – – –
KCM
410
Kathmere Capital Management
Pennsylvania
$27K +$28K +406 New
CA
411
Crewe Advisors
Utah
$26K +$26.3K +380 New
SC
412
Steph & Co
Wisconsin
$25K – – –
GI
413
Gradient Investments
Minnesota
$24K +$24K +348 +4,350%
CCM
414
Covington Capital Management
California
$23K – – –
HPC
415
HM Payson & Co
Maine
$23K +$23.5K +340 New
SSB
416
Sandy Spring Bank
Maryland
$21K -$22.1K -320 -50%
SIAP
417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
FFA
418
Founders Financial Alliance
North Carolina
$21K +$20.6K +298 New
GEA
419
Glen Eagle Advisors
New Jersey
$20.2K -$7.18K -104 -26%
CI
420
Cordant Inc
Oregon
$20K – – –
IBOK
421
Independence Bank of Kentucky
Kentucky
$19K – – –
Kayne Anderson Rudnick Investment Management
422
Kayne Anderson Rudnick Investment Management
California
$19K +$19.3K +280 New
BFC
423
Bedel Financial Consulting
Indiana
$18K – – –
CICI
424
Capital Investment Counsel Inc
North Carolina
$18K – – –
FCM
425
Firestone Capital Management
Florida
$18K – – –