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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Eaton Vance Management
401
Eaton Vance Management
Massachusetts
$303K – – –
PA
402
PSI Advisors
Florida
$303K – – –
TD Ameritrade Investment Management
403
TD Ameritrade Investment Management
Nebraska
$303K – – –
GSAM
404
Grant Street Asset Management
Pennsylvania
$300K +$140K +1,471 +100%
Veritable
405
Veritable
Delaware
$292K +$22.7K +238 +9%
KCM
406
Kanawha Capital Management
Virginia
$288K -$296K -3,097 -52%
NFG
407
Next Financial Group
Texas
$284K -$27.9K -292 -9%
ZF
408
Zhang Financial
Michigan
$284K – – –
Personal Capital Advisors
409
Personal Capital Advisors
California
$282K +$28.2K +295 +12%
M
410
MOTCO
Texas
$280K – – –
PWP
411
Personal Wealth Partners
Minnesota
$276K -$105K -1,099 -29%
HH
412
Hilltop Holdings
Texas
$276K – – –
Forvis Mazars Wealth Advisors
413
Forvis Mazars Wealth Advisors
Missouri
$274K -$10.4K -109 -4%
Davenport & Co
414
Davenport & Co
Virginia
$273K +$255K +2,674 New
AMG
415
Advisors Management Group
Wisconsin
$272K – – –
FNBTCON
416
First National Bank & Trust Co of Newtown
Pennsylvania
$270K -$25.3K -265 -9%
AllianceBernstein
417
AllianceBernstein
Tennessee
$269K +$252K +2,640 New
AP
418
Appleton Partners
Massachusetts
$267K – – –
BF
419
Blankinship & Foster
California
$265K – – –
PWM
420
PBMares Wealth Management
Virginia
$264K – – –
AF
421
Alerus Financial
North Dakota
$263K – – –
Independent Financial Group
422
Independent Financial Group
California
$263K +$246K +2,577 New
FM
423
Foster & Motley
Ohio
$258K – – –
NCM
424
Narwhal Capital Management
Georgia
$255K – – –
R.M. Davis Inc
425
R.M. Davis Inc
Maine
$253K -$53.5K -560 -18%