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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
476
N.E.W. Advisory Services
Wisconsin
$216K -$103K -962 -32%
DI
477
Disciplined Investments
Oklahoma
$216K -$41.2K -386 -16%
EA
478
Eclectic Associates
California
$216K
GCM
479
Gables Capital Management
Florida
$211K
RFWA
480
RPg Family Wealth Advisory
Massachusetts
$210K +$213K +1,994 New
RMDI
481
R.M. Davis Inc
Maine
$209K -$52.8K -494 -20%
NWS
482
Newport Wealth Strategies
California
$209K
Brown Advisory
483
Brown Advisory
Maryland
$206K -$31.1K -291 -13%
JFA
484
Johanson Financial Advisors
California
$205K +$641 +6 +0.3%
PGA
485
Portland Global Advisors
Maine
$204K +$207K +1,934 New
RRC
486
Relaxing Retirement Coach
Massachusetts
$204K +$207K +1,940 New
AFP
487
Ausdal Financial Partners
Iowa
$203K +$206K +1,925 New
HI
488
Harbour Investments
Wisconsin
$184K +$5.23K +49 +3%
TRCT
489
Tower Research Capital (TRC)
New York
$173K +$174K +1,633 New
FRA
490
Front Row Advisors
California
$169K -$9.93K -93 -5%
CIA
491
Choate Investment Advisors
Massachusetts
$162K
JEST
492
JTC Employer Solutions Trustee
Jersey
$158K +$160K +1,496 New
SMG
493
Spectrum Management Group
Indiana
$146K
GAM
494
Gemmer Asset Management
California
$146K +$7.9K +74 +6%
EI
495
Ellevest Inc
New York
$142K
SMA
496
Sage Mountain Advisors
Georgia
$141K
JGIA
497
Jackson Grant Investment Advisers
Connecticut
$139K +$427 +4 +0.3%
Vontobel Holding
498
Vontobel Holding
Switzerland
$138K +$140K +1,313 New
BA
499
Ballast Advisors
Minnesota
$137K
COCM
500
Charter Oak Capital Management
New Hampshire
$133K +$2.67K +25 +2%