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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Destination Wealth Management
California
$735K -$82.7K -1,470 -10%
ICAS
127
Investors Capital Advisory Services
Massachusetts
$731K -$1.69K -30 -0.2%
AC
128
Alexandria Capital
Virginia
$706K -$50.9K -904 -7%
TIA
129
Tiemann Investment Advisors
California
$706K +$683K +12,142 New
PI
130
Placemark Investments
Illinois
$699K +$27.6K +490 +4%
PWAP
131
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$685K -$14.3K -254 -2%
Bessemer Group
132
Bessemer Group
New Jersey
$682K -$13.7K -244 -2%
RC
133
RegentAtlantic Capital
New Jersey
$679K
Natixis Advisors
134
Natixis Advisors
Massachusetts
$675K -$25.9K -460 -4%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$659K +$151K +2,680 +31%
MFS
136
MSI Financial Services
Massachusetts
$658K +$18K +320 +3%
SCM
137
Steward Capital Management
Michigan
$634K
BFA
138
Bragg Financial Advisors
North Carolina
$627K -$50.3K -894 -8%
CAN
139
Cetera Advisor Networks
California
$627K +$114K +2,020 +23%
GIM
140
Goelzer Investment Management
Indiana
$602K -$113K -2,000 -16%
HCM
141
Hollencrest Capital Management
California
$600K +$581K +10,320 New
FIG
142
FundX Investment Group
California
$598K -$66.2M -1,176,728 -99%
CA
143
Cetera Advisors
Colorado
$577K +$90.1K +1,600 +19%
FIM
144
Freedom Investment Management
Connecticut
$567K -$17.7K -314 -3%
KCM
145
Kanawha Capital Management
Virginia
$552K
SI
146
SII Investments
Wisconsin
$500K +$2.81K +50 +0.6%
LWM
147
LBA Wealth Management
Florida
$454K +$440K +7,820 New
ACI
148
Alpha Cubed Investments
California
$452K +$437K +7,770 New
BPCA
149
Bank Pictet & Cie (Asia)
Singapore
$452K +$438K +7,780 New
QCMC
150
Quantum Capital Management (California)
California
$444K -$9.68K -172 -2%