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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
426
SVB Investment Services
Utah
$253K
SW
427
SVB Wealth
Massachusetts
$252K +$5.16K +54 +2%
DI
428
Disciplined Investments
Oklahoma
$249K -$129K -1,348 -36%
HTC
429
Haverford Trust Company
Pennsylvania
$248K
ICM
430
IMS Capital Management
Oregon
$248K +$232K +2,430 New
BBHC
431
Brown Brothers Harriman & Co
New York
$247K -$135K -1,416 -37%
HIA
432
Harbor Investment Advisory
Maryland
$247K +$149K +1,560 +181%
CAM
433
Cozad Asset Management
Illinois
$246K
FRA
434
Frank Rimerman Advisors
California
$246K
EWM
435
Endurance Wealth Management
Rhode Island
$243K -$19.1K -200 -8%
HIMC
436
Heritage Investors Management Corp
Maryland
$243K
IA
437
Insight Advisors
Pennsylvania
$242K -$28.6K -300 -12%
BFM
438
Boston Financial Management
Massachusetts
$242K +$227K +2,379 New
NAS
439
Nicolet Advisory Services
Wisconsin
$241K +$226K +2,366 New
FA
440
FC Advisory
Pennsylvania
$239K
ONB
441
Old National Bancorp
Indiana
$239K
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$239K +$21.8K +228 +11%
SS
443
Simplicity Solutions
Minnesota
$238K -$1.74M -18,245 -89%
VNA
444
Valley National Advisers
Pennsylvania
$238K
BFEC
445
Benjamin F. Edwards & Company
Missouri
$234K +$29.5K +309 +16%
SF
446
Synovus Financial
Georgia
$232K -$507K -5,310 -70%
Fisher Asset Management
447
Fisher Asset Management
Washington
$231K +$217K +2,269 New
MWM
448
Mission Wealth Management
California
$230K -$522K -5,468 -71%
Brown Advisory
449
Brown Advisory
Maryland
$229K +$214K +2,242 New
AWA
450
Arkadios Wealth Advisors
Georgia
$228K +$64.9K +680 +44%