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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Strategic Wealth Management
Washington
$2.69M +$2.56M +37,054 New
US Bancorp
102
US Bancorp
Minnesota
$2.59M +$174K +2,516 +8%
MWM
103
Merriman Wealth Management
Washington
$2.57M -$152K -2,200 -6%
PFA
104
Pinnacle Family Advisors
Missouri
$2.55M +$2.43M +35,074 New
FPIS
105
Financial Planning & Information Services
Wisconsin
$2.54M -$144K -2,086 -6%
WP
106
WealthSource Partners
California
$2.52M -$607K -8,778 -20%
CAN
107
Cetera Advisor Networks
California
$2.51M -$1.6M -23,102 -40%
MBT
108
Montecito Bank & Trust
California
$2.5M +$549K +7,934 +30%
MCM
109
MV Capital Management
Maryland
$2.37M +$2.15M +31,136 +2,046%
Betterment LLC
110
Betterment LLC
New York
$2.37M -$281K -4,056 -11%
SI
111
SII Investments
Wisconsin
$2.33M +$1.55M +22,368 +236%
GG
112
Gofen & Glossberg
Illinois
$2.31M -$6.36K -92 -0.3%
VFA
113
Voya Financial Advisors
Connecticut
$2.28M +$831K +12,014 +62%
CFS
114
Commonwealth Financial Services
West Virginia
$2.26M -$1.47M -21,192 -41%
SPC
115
Sigma Planning Corp
Michigan
$2.19M -$1.6M -23,134 -43%
AWM
116
Avior Wealth Management
Nebraska
$2.16M +$692 +10 +0%
BSB
117
Bangor Savings Bank
Maine
$2.15M +$77.7K +1,124 +4%
NCM
118
Neumann Capital Management
California
$2.15M +$206K +2,980 +11%
AIP
119
Ahrens Investment Partners
Louisiana
$2.06M +$1.96M +28,380 New
UB
120
UMB Bank
Missouri
$2M -$178K -2,578 -9%
UR
121
USCA RIA
Texas
$1.98M -$409K -5,920 -18%
CWM
122
Confluence Wealth Management
Oregon
$1.97M -$34.9K -504 -2%
CAM
123
Capstone Asset Management
Texas
$1.97M -$332K -4,794 -15%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.94M +$75K +1,084 +4%
PFA
125
Pure Financial Advisors
California
$1.92M +$259K +3,740 +16%