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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
$219K
PFA
502
Petra Financial Advisors
Colorado
$217K
ICM
503
IMS Capital Management
Oregon
$217K
FNBTCON
504
First National Bank & Trust Co of Newtown
Pennsylvania
$216K -$53.8K -503 -19%
EI
505
Ellevest Inc
New York
$216K +$228K +2,137 New
IAIM
506
International Assets Investment Management
Florida
$214K -$5.77K -54 -2%
PSF
507
Pacific Sun Financial
California
$213K
M
508
MOTCO
Texas
$212K
CT
509
Columbia Trust
Oregon
$211K +$224K +2,094 New
BHWM
510
Bar Harbor Wealth Management
New Hampshire
$211K -$38.1K -356 -15%
DAS
511
Dynamic Advisor Solutions
Arizona
$211K +$4.92K +46 +2%
CPC
512
Consolidated Planning Corp
Georgia
$211K
OCM
513
Objective Capital Management
Ohio
$210K +$222K +2,081 New
AI
514
Accredited Investors
Minnesota
$209K
HCM
515
HMS Capital Management
Tennessee
$209K -$5.56K -52 -2%
Fayez Sarofim & Co
516
Fayez Sarofim & Co
Texas
$208K
WCA
517
Waypoint Capital Advisors
Minnesota
$208K +$220K +2,058 New
AB
518
Atlas Brown
Kentucky
$208K +$220K +2,056 New
EA
519
Eclectic Associates
California
$207K
WWM
520
Western Wealth Management
Colorado
$206K -$1.28K -12 -0.6%
NAS
521
NWF Advisory Services
California
$205K
MWM
522
Mascoma Wealth Management
New Hampshire
$205K +$8.34K +78 +4%
AP
523
Appleton Partners
Massachusetts
$203K
T
524
TNF
Montana
$203K +$7.91K +74 +4%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$202K