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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
101
Ifrah Financial Services
Arkansas
$2.99M
CAN
102
Cetera Advisor Networks
California
$2.88M +$34.7K +434 +1%
Lido Advisors
103
Lido Advisors
California
$2.86M +$653K +8,162 +30%
CIAS
104
Capital Investment Advisory Services
North Carolina
$2.86M -$456K -5,696 -14%
WTC
105
WhitTier Trust Company
Nevada
$2.85M +$331K +4,140 +13%
GIM
106
Goelzer Investment Management
Indiana
$2.77M -$103K -1,292 -4%
SNT
107
Security National Trust
West Virginia
$2.64M -$60.8K -760 -2%
Mariner
108
Mariner
Kansas
$2.61M +$155K +1,932 +6%
FPIS
109
Financial Planning & Information Services
Wisconsin
$2.55M -$161K -2,016 -6%
GG
110
Gofen & Glossberg
Illinois
$2.54M
First Trust Advisors
111
First Trust Advisors
Illinois
$2.5M -$68.8K -860 -3%
ASN
112
Advisory Services Network
Georgia
$2.36M +$1.19M +14,890 +110%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$2.21M +$3.2K +40 +0.1%
FCBT
114
First Citizens Bank & Trust
North Carolina
$2.17M +$174K +2,170 +9%
NCM
115
Neumann Capital Management
California
$2.17M -$43.2K -540 -2%
Creative Planning
116
Creative Planning
Kansas
$2.15M -$272K -3,404 -11%
Betterment LLC
117
Betterment LLC
New York
$2.14M +$131K +1,640 +7%
UR
118
USCA RIA
Texas
$2.04M +$96.5K +1,206 +5%
UB
119
UMB Bank
Missouri
$2.03M +$196K +2,448 +11%
HCM
120
Hudson Capital Management
New Jersey
$1.92M +$213K +2,664 +13%
SCM
121
Stordahl Capital Management
Colorado
$1.86M -$8.16K -102 -0.4%
TFF
122
The Family Firm
Maryland
$1.81M +$101K +1,268 +6%
CWM
123
Confluence Wealth Management
Oregon
$1.81M -$201K -2,518 -10%
SCM
124
SOL Capital Management
Maryland
$1.8M +$282K +3,520 +19%
AIP
125
Almanack Investment Partners
Pennsylvania
$1.77M -$24.3K -304 -1%