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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Harbour Investments
Wisconsin
$233K +$31.2K +307 +16%
AWA
502
Arete Wealth Advisors
Illinois
$231K -$26.6K -262 -11%
PFA
503
Petra Financial Advisors
Colorado
$230K +$218K +2,150 New
BFA
504
Buttonwood Financial Advisors
Maryland
$230K +$218K +2,147 New
ICM
505
IMS Capital Management
Oregon
$230K -$28.9K -284 -12%
WCM
506
Wealthcare Capital Management
Virginia
$229K +$217K +2,141 New
WPW
507
Waldron Private Wealth
Pennsylvania
$228K -$7.11K -70 -3%
HCM
508
HMS Capital Management
Tennessee
$228K -$101K -990 -32%
TSS
509
Two Sigma Securities
New York
$227K -$165K -1,625 -43%
M
510
MOTCO
Texas
$226K +$3.66K +36 +2%
CBTWT
511
Community Bank & Trust (Waco, Texas)
Texas
$225K
KFI
512
Key Financial Inc
Pennsylvania
$224K +$83.6K +823 +65%
CPC
513
Consolidated Planning Corp
Georgia
$224K
CFGS
514
Concourse Financial Group Securities
Alabama
$224K +$162K +1,592 +320%
CIC
515
Carnegie Investment Counsel
Ohio
$223K
AI
516
Accredited Investors
Minnesota
$222K -$94.6K -931 -31%
NSG
517
Nalls Sherbakoff Group
Tennessee
$222K
Fayez Sarofim & Co
518
Fayez Sarofim & Co
Texas
$221K
WWM
519
Western Wealth Management
Colorado
$220K
DAS
520
Dynamic Advisor Solutions
Arizona
$219K
EA
521
Eclectic Associates
California
$219K
NAS
522
NWF Advisory Services
California
$218K
T
523
TNF
Montana
$217K +$102 +1 +0%
PSF
524
Pacific Sun Financial
California
$217K +$214K +2,110 New
CCFM
525
Clear Creek Financial Management
Washington
$216K -$72.5K -714 -26%