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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cetera Advisors
Colorado
$862K +$265K +4,384 +43%
MAM
127
Marquette Asset Management
Minnesota
$832K
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$818K -$48K -792 -5%
PO
129
Private Ocean
California
$811K +$1.33K +22 +0.2%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$796K +$823K +13,586 New
SPC
131
Sigma Planning Corp
Michigan
$788K +$20.8K +344 +3%
BRWA
132
B. Riley Wealth Advisors
Florida
$782K -$42.1K -696 -5%
WTC
133
WhitTier Trust Company
Nevada
$779K -$19.4K -320 -2%
SWP
134
Stratos Wealth Partners
Ohio
$775K +$409K +6,754 +104%
SWM
135
Segment Wealth Management
Texas
$771K
Millennium Management
136
Millennium Management
New York
$760K +$205K +3,390 +35%
PFA
137
Pure Financial Advisors
California
$736K +$440K +7,266 +137%
AFP
138
Ausdal Financial Partners
Iowa
$715K +$738K +12,196 New
Bessemer Group
139
Bessemer Group
New Jersey
$705K -$33.4K -552 -4%
RC
140
RegentAtlantic Capital
New Jersey
$681K
ICAS
141
Investors Capital Advisory Services
Massachusetts
$672K +$605 +10 +0.1%
FIM
142
Freedom Investment Management
Connecticut
$670K +$365K +6,036 +112%
PWAP
143
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$610K +$605 +10 +0.1%
LWM
144
LBA Wealth Management
Florida
$598K +$53.5K +884 +9%
BFA
145
Bragg Financial Advisors
North Carolina
$579K -$969 -16 -0.2%
PAM
146
Peak Asset Management
Colorado
$568K
PBO
147
Peoples Bank (Ohio)
Ohio
$558K +$576K +9,516 New
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$376K +6,204 +193%
NFG
149
NewFocus Financial Group
Washington
$548K +$566K +9,348 New
AC
150
Alexandria Capital
Virginia
$538K +$848 +14 +0.2%