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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
$1.92M +$259K +3,740 +16%
BCM
127
Barometer Capital Management
Ontario, Canada
$1.84M +$1.76M +25,400 New
FHC
128
First Heartland Consultants
Missouri
$1.83M -$3.44M -49,666 -66%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$1.82M -$3.46K -50 -0.2%
CW
130
Cobiz Wealth
Colorado
$1.8M +$5.81K +84 +0.3%
GT
131
Glenmede Trust
Pennsylvania
$1.76M -$41.5K -600 -2%
ZIG
132
Zurich Insurance Group
Switzerland
$1.73M +$1.65M +23,794 New
CBB
133
Citizens Business Bank
California
$1.71M -$492K -7,112 -23%
SNT
134
Security National Trust
West Virginia
$1.67M +$81.6K +1,180 +5%
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$1.66M +$162K +2,346 +11%
FHA
136
First Horizon Advisors
Tennessee
$1.64M – – –
WAM
137
Wealthspire Advisors (Maryland)
Maryland
$1.63M +$10.5K +152 +0.7%
AIP
138
Almanack Investment Partners
Pennsylvania
$1.59M +$1.52M +21,944 New
Citigroup
139
Citigroup
New York
$1.56M +$2.63K +38 +0.2%
PFPT
140
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.55M +$33.5K +484 +2%
WA
141
Waverly Advisors
Alabama
$1.5M -$56.2K -812 -4%
SFG
142
SNS Financial Group
Minnesota
$1.46M +$82.3K +1,190 +6%
OBWP
143
O'Brien Wealth Partners
Massachusetts
$1.38M -$251K -3,634 -16%
SWP
144
Stratos Wealth Partners
Ohio
$1.37M -$199K -2,872 -13%
BTS
145
BB&T Securities
Virginia
$1.37M – – –
TFF
146
The Family Firm
Maryland
$1.3M +$12.7K +184 +1%
KM
147
Kalos Management
Georgia
$1.28M -$210K -3,034 -15%
CG
148
Colony Group
Massachusetts
$1.26M +$840K +12,150 +236%
UCFA
149
United Capital Financial Advisors
Texas
$1.23M +$67K +968 +6%
PSW
150
Portfolio Strategies (Washington)
Washington
$1.23M +$1.17M +16,950 New