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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCFG
651
New Century Financial Group
New Jersey
$204K -$8.68K -68 -4%
PPWM
652
Paragon Private Wealth Management
Kentucky
$202K – – –
Ritholtz Wealth Management
653
Ritholtz Wealth Management
New York
$202K – – –
FineMark National Bank & Trust
654
FineMark National Bank & Trust
Florida
$202K – – –
NorthRock Partners
655
NorthRock Partners
Minnesota
$202K +$1.28K +10 +0.6%
AIM
656
Allen Investment Management
New York
$201K +$206K +1,612 New
Horizon Investments
657
Horizon Investments
North Carolina
$198K +$202K +1,584 New
BA
658
Bellwether Advisors
Nebraska
$191K +$196K +1,532 New
JEST
659
JTC Employer Solutions Trustee
Jersey
$186K – – –
KFI
660
Key Financial Inc
Pennsylvania
$185K – – –
MFG
661
Menard Financial Group
Texas
$182K +$186K +1,456 New
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$182K -$25.5K -200 -12%
Smithfield Trust
663
Smithfield Trust
Pennsylvania
$178K – – –
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$176K +$894 +7 +0.5%
HM Payson & Co
665
HM Payson & Co
Maine
$171K – – –
Salem Investment Counselors
666
Salem Investment Counselors
North Carolina
$169K – – –
GBT
667
Grove Bank & Trust
Florida
$163K – – –
MWM
668
Mascoma Wealth Management
New Hampshire
$162K – – –
Russell Investments Group
669
Russell Investments Group
United Kingdom
$159K +$5.23K +41 +3%
OC
670
Oakworth Capital
Alabama
$156K – – –
GEA
671
Glen Eagle Advisors
New Jersey
$154K – – –
PP
672
PFS Partners
New Jersey
$152K – – –
TFM
673
TFC Financial Management
Massachusetts
$150K +$128 +1 +0.1%
Bogart Wealth LLC
674
Bogart Wealth LLC
Virginia
$149K – – –
LB
675
Legacy Bridge
Iowa
$148K – – –