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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Karp Capital Management
California
$3.27M +$3.26M +39,090 New
OA
102
Opes Advisors
California
$3.22M -$97K -1,162 -3%
Lido Advisors
103
Lido Advisors
California
$3.17M +$201K +2,404 +7%
CIAS
104
Capital Investment Advisory Services
North Carolina
$3.08M +$124K +1,484 +4%
IFS
105
Ifrah Financial Services
Arkansas
$3.06M -$31.1K -372 -1%
GIM
106
Goelzer Investment Management
Indiana
$3M +$139K +1,662 +5%
NF
107
Nikulski Financial
Iowa
$2.95M -$49.8K -596 -2%
WTC
108
WhitTier Trust Company
Nevada
$2.94M -$4.01K -48 -0.1%
Mariner
109
Mariner
Kansas
$2.83M +$134K +1,604 +5%
SNT
110
Security National Trust
West Virginia
$2.79M +$65.1K +780 +2%
GG
111
Gofen & Glossberg
Illinois
$2.63M
SWM
112
Sequoia Wealth Management
Illinois
$2.57M +$2.56M +30,684 New
First Trust Advisors
113
First Trust Advisors
Illinois
$2.54M -$39.4K -472 -2%
SCM
114
SOL Capital Management
Maryland
$2.48M +$620K +7,420 +33%
FPIS
115
Financial Planning & Information Services
Wisconsin
$2.47M -$165K -1,970 -6%
Creative Planning
116
Creative Planning
Kansas
$2.42M +$199K +2,378 +9%
HFS
117
HL Financial Services
Kentucky
$2.38M -$2.56M -30,688 -52%
FCBT
118
First Citizens Bank & Trust
North Carolina
$2.33M +$85.3K +1,022 +4%
NCM
119
Neumann Capital Management
California
$2.29M +$50.1K +600 +2%
MML Investors Services
120
MML Investors Services
Massachusetts
$2.27M -$2.59M -31,012 -53%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$2.24M -$35.6K -426 -2%
UB
122
UMB Bank
Missouri
$2.15M +$53.4K +640 +3%
CWM
123
Cornerstone Wealth Management
Missouri
$2.13M -$7.93M -95,004 -13%
UR
124
USCA RIA
Texas
$2.07M -$30.6K -366 -1%
SC
125
Savant Capital
Illinois
$2.03M +$2.02M +24,244 New