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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pure Financial Advisors
California
$1.51M +$422K +6,382 +39%
OBWP
127
O'Brien Wealth Partners
Massachusetts
$1.5M -$82.6K -1,250 -5%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$1.48M +$307K +4,648 +26%
YP
129
Yellowstone Partners
Idaho
$1.46M +$255K +3,852 +21%
SWP
130
Stratos Wealth Partners
Ohio
$1.45M +$279K +4,222 +24%
SNT
131
Security National Trust
West Virginia
$1.45M -$26.4K -400 -2%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.44M -$2.59M -39,250 -64%
WA
133
Waverly Advisors
Alabama
$1.43M -$20K -302 -1%
Citigroup
134
Citigroup
New York
$1.43M +$497K +7,526 +54%
PFPT
135
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.38M – – –
KM
136
Kalos Management
Georgia
$1.37M -$137K -2,068 -9%
BTS
137
BB&T Securities
Virginia
$1.37M -$3.84M -58,186 -74%
HCMT
138
Highland Capital Management (Tennessee)
Tennessee
$1.37M +$22.6K +342 +2%
ASN
139
Advisory Services Network
Georgia
$1.33M +$916K +13,858 +225%
VFA
140
Voya Financial Advisors
Connecticut
$1.27M +$220K +3,328 +21%
SFG
141
SNS Financial Group
Minnesota
$1.26M +$154K +2,334 +14%
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M +$8.06K +122 +0.7%
TFF
143
The Family Firm
Maryland
$1.18M -$66.1K -1,000 -5%
FA
144
FDx Advisors
Illinois
$1.14M +$157K +2,380 +16%
TIA
145
Tiemann Investment Advisors
California
$1.13M -$1.72K -26 -0.2%
William Blair & Company
146
William Blair & Company
Illinois
$1.13M +$17.7K +268 +2%
IB
147
Intrust Bank
Kansas
$1.11M – – –
DBIA
148
Dumont & Blake Investment Advisors
New Jersey
$1.09M -$9.25K -140 -0.8%
UCFA
149
United Capital Financial Advisors
Texas
$1.06M +$132 +2 +0%
MAM
150
Marquette Asset Management
Minnesota
$944K – – –