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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$1.61M +$60K +812 +4%
SWP
127
Stratos Wealth Partners
Ohio
$1.55M -$439K -5,936 -22%
WA
128
Waverly Advisors
Alabama
$1.54M – – –
TFF
129
The Family Firm
Maryland
$1.44M +$104K +1,412 +8%
WIC
130
Whitegate Investment Counselors
New Hampshire
$1.44M +$7.39K +100 +0.5%
Lido Advisors
131
Lido Advisors
California
$1.44M -$403K -5,454 -22%
NPC
132
National Planning Corporation
California
$1.42M -$16.5M -223,198 -92%
JFGIW
133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$18.5K +250 +1%
BSB
134
Bangor Savings Bank
Maine
$1.4M -$749K -10,140 -35%
William Blair & Company
135
William Blair & Company
Illinois
$1.36M -$28.8K -390 -2%
HSA
136
HBK Sorce Advisory
Pennsylvania
$1.35M +$103K +1,388 +8%
CBB
137
Citizens Business Bank
California
$1.34M -$337K -4,562 -20%
ASN
138
Advisory Services Network
Georgia
$1.32M +$207K +2,802 +19%
Creative Planning
139
Creative Planning
Kansas
$1.29M +$30.6K +414 +2%
PFPT
140
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.26M -$327K -4,430 -21%
SFG
141
SNS Financial Group
Minnesota
$1.25M -$67.8K -918 -5%
DBIA
142
Dumont & Blake Investment Advisors
New Jersey
$1.24M -$739 -10 -0.1%
UCFA
143
United Capital Financial Advisors
Texas
$1.24M -$48.2K -652 -4%
TIA
144
Tiemann Investment Advisors
California
$1.21M +$22.6K +306 +2%
BTS
145
BB&T Securities
Virginia
$1.19M +$52.2K +706 +5%
SWM
146
Strategic Wealth Management
Washington
$1.13M +$23.6K +320 +2%
ACP
147
Arcus Capital Partners
Georgia
$1.13M +$12.3K +166 +1%
IB
148
Intrust Bank
Kansas
$1.12M – – –
FWM
149
Frontier Wealth Management
Missouri
$1.1M +$36.8K +498 +3%
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$1.07M -$191K -2,580 -15%