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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
576
Disciplined Investments
Oklahoma
$91.6K
BL
577
Balentine LLC
Georgia
$91.5K +$11.1K +109 +15%
SAM
578
S.A. Mason
Michigan
$90.4K
PIAS
579
PCA Investment Advisory Services
Ohio
$90.3K +$85.6K +843 New
CB
580
Centennial Bank
Arkansas
$89.7K
CIA
581
Choate Investment Advisors
Massachusetts
$88.9K
DAC
582
Dividend Assets Capital
South Carolina
$88K
PG
583
Prostatis Group
Maryland
$86.3K +$1.33M +13,117 New
OP
584
ORG Partners
Indiana
$85.7K +$81K +797 New
PMFA
585
Plante Moran Financial Advisors
Michigan
$85.6K -$15K -148 -16%
GWM
586
Geneos Wealth Management
Colorado
$83.5K +$1.22K +12 +2%
LC
587
Lindbrook Capital
California
$81K
BA
588
Ballast Advisors
Minnesota
$80.3K
FCAS
589
First Command Advisory Services
Texas
$78.2K -$37.9K -373 -34%
TFGT
590
TS Financial Group (TSFG)
Illinois
$78K +$12.9K +127 +21%
RIA
591
Realta Investment Advisors
Delaware
$78K +$74K +728 New
TAM
592
Townsend Asset Management
North Carolina
$77.7K
CIAS
593
Capital Investment Advisory Services
North Carolina
$74.5K -$328K -3,226 -82%
NBT
594
Northwest Bank & Trust
Iowa
$72.4K +$68.7K +676 New
MIA
595
Milestone Investment Advisors
Wisconsin
$71.6K
WPWM
596
Western Pacific Wealth Management
Illinois
$71.5K -$33.8K -333 -33%
KTC
597
Kistler-Tiffany Companies
Pennsylvania
$71.4K +$305 +3 +0.5%
AWM
598
Abound Wealth Management
Tennessee
$71.2K
CFFP
599
Center for Financial Planning
Michigan
$70.7K
TIM
600
Tortoise Investment Management
New York
$70.3K