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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
576
Zullo Investment Group
Pennsylvania
$35K
CA
577
Crewe Advisors
Utah
$34K
FA
578
Flagstar Advisors
New York
$33.9K +$37.4K +376 New
OC
579
Oakworth Capital
Alabama
$33K
HFS
580
Hantz Financial Services
Michigan
$30K
GWM
581
Geneos Wealth Management
Colorado
$29K -$55.3K -556 -63%
SBL
582
Sargent Bickham Lagudis
Colorado
$29K
OFG
583
Oxford Financial Group
Indiana
$28K
FFA
584
Founders Financial Alliance
North Carolina
$27K -$8.16K -82 -22%
PGAM
585
Princeton Global Asset Management
New Jersey
$27K
BWM
586
BerganKDV Wealth Management
Minnesota
$25K
Kayne Anderson Rudnick Investment Management
587
Kayne Anderson Rudnick Investment Management
California
$25K
FP
588
Financial Perspectives
Minnesota
$23.6K
CFGS
589
Concourse Financial Group Securities
Alabama
$23K
AA
590
Ancora Advisors
Ohio
$22K -$3.98K -40 -14%
FCMT
591
Founders Capital Management (Texas)
Texas
$21K
NSIM
592
North Star Investment Management
Illinois
$20K
PCFFS
593
Pacific Center for Financial Services
California
$20K
SWM
594
Selective Wealth Management
Virginia
$20K
NFSG
595
Newbridge Financial Services Group
Florida
$20K +$22.5K +226 New
OCM
596
Orion Capital Management
California
$18K
BWL
597
Bogart Wealth LLC
Virginia
$17K +$4.78K +48 +34%
CBT
598
CoreFirst Bank & Trust
Kansas
$16K
OSNBOA
599
Old Second National Bank of Aurora
Illinois
$16K
Bank of Montreal
600
Bank of Montreal
Ontario, Canada
$15.2K +$433K +4,349 +3%