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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
101
Phillips Financial Management
Indiana
$2.85M -$414 -6 -0%
IF
102
Ironwood Financial
Arizona
$2.84M -$55.1K -798 -2%
OCM
103
One Capital Management
California
$2.83M -$47.1K -682 -2%
RWA
104
River Wealth Advisors
Pennsylvania
$2.83M -$324K -4,696 -10%
PA
105
Paracle Advisors
Washington
$2.78M -$73.2K -1,060 -3%
ADL
106
Asset Dedication LLC
California
$2.76M -$460K -6,652 -14%
KFA
107
Kays Financial Advisory
Georgia
$2.74M +$155K +2,250 +6%
SFG
108
SNS Financial Group
Minnesota
$2.71M -$126K -1,830 -4%
PSUF
109
People's United Financial
Connecticut
$2.48M -$59.1K -856 -2%
AAS
110
Avantax Advisory Services
Texas
$2.47M +$2.14M +31,024 +549%
OFS
111
Oldfather Financial Services
Nebraska
$2.44M +$73.5K +1,064 +3%
AIP
112
Ameritas Investment Partners
Nebraska
$2.42M -$829K -12,000 -25%
FA
113
FMA Advisory
Pennsylvania
$2.33M -$74.3K -1,076 -3%
PFA
114
Pure Financial Advisors
California
$2.33M -$94.6K -1,370 -4%
PRWA
115
Platte River Wealth Advisors
Colorado
$2.19M -$138K -1,992 -6%
Goldman Sachs
116
Goldman Sachs
New York
$2.1M +$66.5K +962 +3%
LNC
117
Lincoln National Corp
Pennsylvania
$2.04M -$255K -3,686 -11%
SCM
118
SOL Capital Management
Maryland
$2.04M – – –
SEIA
119
Signature Estate & Investment Advisors
California
$1.99M +$175K +2,540 +9%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$1.96M -$28K -406 -1%
AWM
121
AE Wealth Management
Kansas
$1.96M -$377K -5,462 -16%
NF
122
Nikulski Financial
Iowa
$1.95M -$55.1K -798 -3%
ABC
123
Associated Banc-Corp
Wisconsin
$1.93M +$22K +318 +1%
WTC
124
WhitTier Trust Company
Nevada
$1.93M +$157K +2,268 +9%
GG
125
Gofen & Glossberg
Illinois
$1.89M -$23.9K -346 -1%