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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
101
Ullmann Wealth Partners Group
Florida
$6.4M -$548K -4,000 -8%
PMWMG
102
Parr McKnight Wealth Management Group
Minnesota
$6.37M +$6.58M +48,051 New
HCM
103
Hudson Capital Management
New Jersey
$6.32M +$397K +2,902 +6%
DBRC
104
D.B. Root & Company
Pennsylvania
$6.26M +$275K +2,007 +4%
JWA
105
JFS Wealth Advisors
Pennsylvania
$6.17M -$223K -1,631 -3%
PFS
106
Prospera Financial Services
Texas
$6.14M +$5.43M +39,632 +590%
BFM
107
Broadview Financial Management
Wisconsin
$5.88M -$3.97K -29 -0.1%
PAI
108
Pittenger & Anderson Inc
Nebraska
$5.88M -$37.2K -272 -0.6%
ABC
109
Associated Banc-Corp
Wisconsin
$5.7M -$164K -1,195 -3%
HNB
110
Huntington National Bank
Ohio
$5.67M +$838K +6,122 New
Goldman Sachs
111
Goldman Sachs
New York
$5.66M +$1.98M +14,481 +51%
NG
112
Novem Group
New York
$5.55M +$208K +1,519 +4%
BWM
113
BKM Wealth Management
Wisconsin
$5.53M -$31.8K -232 -0.6%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$5.51M -$172K -1,259 -3%
WA
115
Waverly Advisors
Alabama
$5.38M +$127K +927 +2%
IF
116
Ironwood Financial
Arizona
$5.33M -$94.2K -688 -2%
CWM
117
Cordatus Wealth Management
Pennsylvania
$5.28M +$5.46M +39,882 New
ITB
118
Idaho Trust Bank
Idaho
$5.26M +$1.17M +8,555 +27%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$5.21M -$5.23M -38,198 -37%
IFS
120
Ifrah Financial Services
Arkansas
$5.2M -$13.8K -101 -0.3%
EPP
121
ETF Portfolio Partners
Kansas
$5.14M -$194K -1,414 -4%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$5.13M -$3.67M -26,831 -41%
Betterment LLC
123
Betterment LLC
New York
$5.03M -$460K -3,357 -8%
BFG
124
Bleakley Financial Group
New Jersey
$4.75M -$22.9K -167 -0.5%
LFAS
125
Level Four Advisory Services
Texas
$4.68M +$91.8K +670 +2%