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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$875K -$118K -1,784 -12%
AIM
127
Advantage Investment Management
Iowa
$865K +$692K +10,482 +357%
ABC
128
Associated Banc-Corp
Wisconsin
$851K +$15.2K +230 +2%
SWM
129
Segment Wealth Management
Texas
$849K
NPC
130
National Planning Corporation
California
$847K -$1.24M -18,710 -58%
CAN
131
Cetera Advisor Networks
California
$824K
MFS
132
MSI Financial Services
Massachusetts
$805K +$109K +1,648 +15%
Millennium Management
133
Millennium Management
New York
$789K +$376K +5,686 +87%
BCA
134
Bray Capital Advisors
Florida
$763K
Mariner
135
Mariner
Kansas
$762K +$505K +7,646 +183%
Bessemer Group
136
Bessemer Group
New Jersey
$757K
ICAS
137
Investors Capital Advisory Services
Massachusetts
$739K -$4.62K -70 -0.6%
RC
138
RegentAtlantic Capital
New Jersey
$721K -$33.5K -508 -4%
AWA
139
Arete Wealth Advisors
Illinois
$708K +$5.94K +90 +0.8%
FIM
140
Freedom Investment Management
Connecticut
$692K +$38K +576 +6%
BCM
141
BTC Capital Management
Iowa
$690K -$440K -6,660 -38%
PWAP
142
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$671K +$264 +4 +0%
OCM
143
One Capital Management
California
$646K -$5.81K -88 -0.9%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$640K -$15.5K -234 -2%
BFA
145
Bragg Financial Advisors
North Carolina
$638K -$15.7K -238 -2%
LWM
146
LBA Wealth Management
Florida
$626K +$4.62K +70 +0.7%
PAM
147
Peak Asset Management
Colorado
$625K
KCM
148
Kanawha Capital Management
Virginia
$606K
AC
149
Alexandria Capital
Virginia
$594K -$31.3K -474 -5%
WT
150
Whittier Trust
California
$583K