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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
126
CIBC World Market
Ontario, Canada
$1.94M +$95.6K +1,250 +5%
NCM
127
Neumann Capital Management
California
$1.83M -$65K -850 -3%
UB
128
UMB Bank
Missouri
$1.83M +$61.5K +804 +3%
NNP
129
Nachman Norwood & Parrott
South Carolina
$1.79M +$1.98M +25,912 New
SHCM
130
Stokes & Hubbell Capital Management
Louisiana
$1.76M +$1.95M +25,446 New
UTC
131
Unified Trust Company
Kentucky
$1.74M +$1.93M +25,196 New
GT
132
Glenmede Trust
Pennsylvania
$1.72M +$106K +1,390 +6%
Creative Planning
133
Creative Planning
Kansas
$1.68M -$364K -4,758 -16%
MML Investors Services
134
MML Investors Services
Massachusetts
$1.67M -$229K -2,996 -11%
GPA
135
Guidance Point Advisors
Massachusetts
$1.65M +$1.82M +23,804 New
NS
136
NewDay Solutions
New Hampshire
$1.64M +$1.82M +23,762 New
FPIS
137
Financial Planning & Information Services
Wisconsin
$1.61M -$481K -6,292 -21%
PB
138
Pinnacle Bancorp
Nebraska
$1.56M +$1.73M +22,622 New
SWM
139
Shakespeare Wealth Management
Wisconsin
$1.54M +$1.7M +22,210 New
SCM
140
Stordahl Capital Management
Colorado
$1.53M -$14.4K -188 -0.8%
HSA
141
HBK Sorce Advisory
Pennsylvania
$1.53M +$38.1K +498 +2%
SEIA
142
Signature Estate & Investment Advisors
California
$1.51M +$203K +2,660 +14%
AIP
143
Almanack Investment Partners
Pennsylvania
$1.51M – – –
TFF
144
The Family Firm
Maryland
$1.44M +$37.8K +494 +2%
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.43M – – –
SWP
146
Stratos Wealth Partners
Ohio
$1.35M -$114K -1,488 -7%
WIC
147
Whitegate Investment Counselors
New Hampshire
$1.34M +$12.5K +164 +0.9%
CWM
148
Confluence Wealth Management
Oregon
$1.33M – – –
CPIG
149
Chicago Partners Investment Group
Illinois
$1.31M +$1.1M +14,410 +428%
SC
150
Savant Capital
Illinois
$1.28M -$444K -5,802 -24%