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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
476
Vickerman Investment Advisors
Washington
$296K -$25.6K -256 -8%
Haverford Trust Company
477
Haverford Trust Company
Pennsylvania
$295K -$3K -30 -1%
Mayflower Financial Advisors
478
Mayflower Financial Advisors
Massachusetts
$295K +$292K +2,922 New
Presilium Private Wealth
479
Presilium Private Wealth
Pennsylvania
$294K +$291K +2,918 New
TWP
480
Transparent Wealth Partners
Arkansas
$294K +$1.6K +16 +0.6%
Bridges Investment Management
481
Bridges Investment Management
Nebraska
$291K – – –
WealthSource Partners
482
WealthSource Partners
California
$289K -$52.9K -530 -16%
Veritable
483
Veritable
Delaware
$289K – – –
SCA
484
Snowden Capital Advisors
New York
$286K +$283K +2,835 New
Summit Financial Wealth Advisors
485
Summit Financial Wealth Advisors
Louisiana
$286K +$283K +2,834 New
Zhang Financial
486
Zhang Financial
Michigan
$281K – – –
CRA Financial Services
487
CRA Financial Services
New Jersey
$280K -$999 -10 -0.4%
MA
488
MKT Advisors
California
$278K – – –
Hilltop Holdings
489
Hilltop Holdings
Texas
$273K – – –
DJYG
490
David J. Yvars Group
Florida
$273K -$66.9K -670 -20%
Charles Schwab Trust
491
Charles Schwab Trust
Nevada
$272K – – –
WA
492
Wambolt & Associates
Colorado
$271K +$269K +2,689 New
MI
493
Moneywise Inc
Virginia
$269K +$1.2K +12 +0.5%
Boenning & Scattergood
494
Boenning & Scattergood
Pennsylvania
$269K -$3.99K -40 -2%
Advisors Management Group
495
Advisors Management Group
Wisconsin
$269K – – –
FNBTCON
496
First National Bank & Trust Co of Newtown
Pennsylvania
$267K – – –
TC
497
TownSquare Capital
Utah
$266K +$264K +2,639 New
PBMares Wealth Management
498
PBMares Wealth Management
Virginia
$264K +$1.1K +11 +0.4%
RPCONE
499
Retirement Planning Company of New England
Rhode Island
$264K -$3.99K -40 -2%
Nicolet Advisory Services
500
Nicolet Advisory Services
Wisconsin
$262K +$9.39K +94 +4%