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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$917K +$868 +14 +0.1%
SPC
127
Sigma Planning Corp
Michigan
$910K +$883K +14,242 New
MAM
128
Marquette Asset Management
Minnesota
$907K
PO
129
Private Ocean
California
$880K +$1.12K +18 +0.1%
CBN
130
Cadence Bank NA
Texas
$874K
WTC
131
WhitTier Trust Company
Nevada
$871K
DWM
132
Destination Wealth Management
California
$826K -$29.8K -480 -4%
PI
133
Placemark Investments
Illinois
$812K -$152K -2,452 -16%
CAN
134
Cetera Advisor Networks
California
$794K -$19.7K -318 -2%
SFG
135
SNS Financial Group
Minnesota
$755K +$78.7K +1,270 +12%
PWAP
136
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$754K +$372 +6 +0.1%
Bessemer Group
137
Bessemer Group
New Jersey
$750K
ABC
138
Associated Banc-Corp
Wisconsin
$748K +$47.4K +764 +7%
RC
139
RegentAtlantic Capital
New Jersey
$747K
ICAS
140
Investors Capital Advisory Services
Massachusetts
$737K -$25.2K -406 -3%
AWA
141
Arete Wealth Advisors
Illinois
$696K
OCM
142
One Capital Management
California
$653K -$7.69K -124 -1%
FIM
143
Freedom Investment Management
Connecticut
$648K -$56.7K -914 -8%
AC
144
Alexandria Capital
Virginia
$637K -$11.3K -182 -2%
PAM
145
Peak Asset Management
Colorado
$620K +$601K +9,698 New
RJT
146
Raymond James Trust
Florida
$619K +$280K +4,516 +88%
BFA
147
Bragg Financial Advisors
North Carolina
$609K
KCM
148
Kanawha Capital Management
Virginia
$601K
CAS
149
Cue Advisory Services
Arizona
$588K +$570K +9,204 New
WT
150
Whittier Trust
California
$578K