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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
426
Transform Wealth
Colorado
$300K
ES
427
Eagle Strategies
New York
$300K +$1.12K +11 +0.3%
DC
428
Davenport & Co
Virginia
$299K -$3.37K -33 -1%
WB
429
WesBanco Bank
West Virginia
$298K -$6.63K -65 -2%
KIA
430
KCM Investment Advisors
California
$297K
CA
431
Cetera Advisors
Colorado
$296K -$65.5K -642 -17%
ATC
432
Argent Trust Co
Tennessee
$296K +$320K +3,138 New
RIM
433
Rockbridge Investment Management
New York
$296K -$39.2K -384 -11%
BA
434
Bellwether Advisors
Nebraska
$295K -$27.9K -274 -8%
AllianceBernstein
435
AllianceBernstein
Tennessee
$293K -$73.2K -718 -19%
FT
436
Fiduciary Trust
Massachusetts
$292K
MI
437
Moneywise Inc
Virginia
$284K +$1.02K +10 +0.3%
SIM
438
Stratos Investment Management
Ohio
$283K -$61.1K -599 -17%
GJIC
439
Gamble Jones Investment Counsel
California
$283K +$306K +3,000 New
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$282K +$20.1K +197 +7%
FWM
441
Frontier Wealth Management
Missouri
$281K -$4.28K -42 -1%
NP
442
NorthRock Partners
Minnesota
$280K +$302K +2,966 New
AHB
443
Abner Herrman & Brock
New Jersey
$278K
PWM
444
Perigon Wealth Management
California
$278K +$22.4K +220 +8%
PTC
445
Private Trust Company
Ohio
$276K +$298K +2,926 New
BIM
446
Bridges Investment Management
Nebraska
$273K
TWP
447
Transparent Wealth Partners
Arkansas
$272K +$293K +2,877 New
V
448
Veritable
Delaware
$270K
WIA
449
World Investment Advisors
California
$269K -$22.7M -222,233 -99%
CFS
450
CRA Financial Services
New Jersey
$268K -$9.28K -91 -3%