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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
101
Sonata Capital Group
Washington
$3.13M -$37.3K -470 -1%
NF
102
Nikulski Financial
Iowa
$3.07M +$131K +1,656 +4%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$2.97M +$297K +3,740 +11%
IFS
104
Ifrah Financial Services
Arkansas
$2.85M +$56.6K +714 +2%
GIM
105
Goelzer Investment Management
Indiana
$2.74M +$10.3K +130 +0.4%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$2.73M +$110K +1,384 +4%
CAN
107
Cetera Advisor Networks
California
$2.72M +$72.6K +916 +3%
FPIS
108
Financial Planning & Information Services
Wisconsin
$2.59M -$6.34K -80 -0.2%
SNT
109
Security National Trust
West Virginia
$2.58M +$114K +1,440 +5%
EWF
110
Epstein & White Financial
California
$2.5M +$2.58M +32,530 New
First Trust Advisors
111
First Trust Advisors
Illinois
$2.45M -$180K -2,268 -7%
GG
112
Gofen & Glossberg
Illinois
$2.42M
WTC
113
WhitTier Trust Company
Nevada
$2.4M +$732K +9,236 +42%
Mariner
114
Mariner
Kansas
$2.34M +$271K +3,422 +13%
Creative Planning
115
Creative Planning
Kansas
$2.32M +$556K +7,012 +30%
NCM
116
Neumann Capital Management
California
$2.11M -$103K -1,300 -5%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$2.1M +$33.3K +420 +2%
Lido Advisors
118
Lido Advisors
California
$2.1M +$144K +1,812 +7%
HFS
119
HL Financial Services
Kentucky
$2.06M +$2.11M +26,608 New
SWP
120
Stratos Wealth Partners
Ohio
$2.04M +$431K +5,438 +26%
GT
121
Glenmede Trust
Pennsylvania
$1.97M
PAG
122
Private Advisor Group
New Jersey
$1.94M +$280K +3,530 +16%
Betterment LLC
123
Betterment LLC
New York
$1.92M +$1.32M +16,590 +203%
CWM
124
Confluence Wealth Management
Oregon
$1.92M -$42K -530 -2%
FCBT
125
First Citizens Bank & Trust
North Carolina
$1.9M +$51.4K +648 +3%