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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$267K -$51.1K -470 -16%
FRA
477
Frank Rimerman Advisors
California
$267K
FA
478
FC Advisory
Pennsylvania
$264K +$2.72K +25 +1%
HIMC
479
Heritage Investors Management Corp
Maryland
$263K
CFA
480
Carroll Financial Associates
North Carolina
$262K -$24.2K -222 -9%
NAS
481
Nicolet Advisory Services
Wisconsin
$262K
PSF
482
Pacific Sun Financial
California
$261K
VNA
483
Valley National Advisers
Pennsylvania
$259K
HW
484
Hedeker Wealth
Illinois
$254K
WH
485
Willner & Heller
California
$253K +$267K +2,455 New
RWM
486
Rockwood Wealth Management
Pennsylvania
$252K +$247K +2,273 New
IA
487
Insight Advisors
Pennsylvania
$250K
CWM
488
ClientFirst Wealth Management
Arkansas
$249K +$246K +2,258 New
PIMG
489
Patriot Investment Management Group
Tennessee
$247K +$435 +4 +0.2%
DG
490
Doman Group
New York
$246K +$242K +2,223 New
SB
491
Strategic Blueprint
Georgia
$244K +$14.1K +130 +6%
Brown Advisory
492
Brown Advisory
Maryland
$241K +$237K +2,181 New
ARC
493
Advisor Resource Council
Texas
$238K +$234K +2,152 New
NFG
494
Next Financial Group
Texas
$237K -$1.63K -15 -0.7%
PGFC
495
Peapack-Gladstone Financial Corp
New Jersey
$237K
CBTWT
496
Community Bank & Trust (Waco, Texas)
Texas
$233K
CPC
497
Consolidated Planning Corp
Georgia
$231K
MCM
498
Mattern Capital Management
Colorado
$230K -$51.8K -476 -19%
SS
499
Sunbelt Securities
Texas
$228K -$65.3K -600 -22%
CIC
500
Carnegie Investment Counsel
Ohio
$228K