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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$3.94M +$279K +2,736 +7%
SIA
127
Soltis Investment Advisors
Utah
$3.77M -$1.08M -10,581 -21%
OFS
128
Oldfather Financial Services
Nebraska
$3.73M +$128K +1,251 +3%
CCM
129
Coldstream Capital Management
Washington
$3.7M +$169K +1,656 +4%
RWA
130
River Wealth Advisors
Pennsylvania
$3.58M -$53.5K -525 -1%
APA
131
American Portfolios Advisors
New York
$3.58M +$1.58M +15,510 +69%
CAG
132
Csenge Advisory Group
Florida
$3.46M -$166K -1,629 -4%
LC
133
LTG Capital
Massachusetts
$3.38M -$79K -775 -2%
CAM
134
Campion Asset Management
Virginia
$3.38M +$229K +2,243 +7%
OPW
135
Oxler Private Wealth
New York
$3.33M +$646K +6,336 +22%
SFG
136
SNS Financial Group
Minnesota
$3.32M -$85.5K -838 -2%
HWIS
137
Hancock Whitney Investment Services
Louisiana
$3.26M -$3.47K -34 -0.1%
SCM
138
SOL Capital Management
Maryland
$3.19M +$60.7K +595 +2%
BOS
139
Bank of Stockton
California
$3.17M +$1.52M +14,868 +79%
MA
140
MUFG Americas
New York
$3.14M +$10.7K +105 +0.3%
ABC
141
Associated Banc-Corp
Wisconsin
$2.98M +$6.22K +61 +0.2%
SEIA
142
Signature Estate & Investment Advisors
California
$2.9M +$132K +1,290 +4%
FP
143
Factorial Partners
New York
$2.9M +$81.6K +800 +3%
E
144
ETFidea
New York
$2.86M -$2.14K -21 -0.1%
HF
145
HRT Financial
New York
$2.85M -$3.26M -31,921 -51%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$2.79M +$261K +2,556 +9%
First Trust Advisors
147
First Trust Advisors
Illinois
$2.79M +$73.5K +721 +3%
NSB
148
Norway Savings Bank
Maine
$2.7M -$72.8K -714 -2%
FCI
149
Financial Counselors Inc
Kansas
$2.65M +$51.4K +504 +2%
PFA
150
Pure Financial Advisors
California
$2.65M +$522K +5,116 +22%