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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
126
GW & Wade
Massachusetts
$4.68M +$192K +1,870 +5%
HNB
127
Huntington National Bank
Ohio
$4.63M
ITB
128
Idaho Trust Bank
Idaho
$4.62M +$1.15M +11,194 +38%
BWM
129
BKM Wealth Management
Wisconsin
$4.5M +$4.05M +39,421 New
SEIA
130
Signature Estate & Investment Advisors
California
$4.49M -$149K -1,447 -4%
KWMG
131
King Wealth Management Group
Florida
$4.47M -$99.9K -971 -2%
CA
132
Centerpoint Advisors
Massachusetts
$4.38M -$71K -690 -2%
GIM
133
Goelzer Investment Management
Indiana
$4.34M -$131K -1,272 -3%
SC
134
Sierra Capital
Florida
$4.22M +$33.4K +325 +0.9%
BOS
135
Bank of Stockton
California
$4.13M -$171K -1,665 -4%
BA
136
Brightwater Advisory
Florida
$3.95M +$3.56M +34,634 New
BFG
137
Bleakley Financial Group
New Jersey
$3.95M -$31.8K -309 -0.9%
SS
138
Simplicity Solutions
Minnesota
$3.95M -$31.8K -309 -0.9%
SCM
139
SOL Capital Management
Maryland
$3.9M -$374K -3,635 -10%
SFG
140
SNS Financial Group
Minnesota
$3.85M -$94.6K -920 -3%
CCM
141
Coldstream Capital Management
Washington
$3.84M -$202K -1,963 -6%
RWA
142
River Wealth Advisors
Pennsylvania
$3.81M +$9.05K +88 +0.3%
CAM
143
Cozad Asset Management
Illinois
$3.78M +$111K +1,076 +3%
CWM
144
Cranbrook Wealth Management
Michigan
$3.78M -$148K -1,444 -4%
LC
145
LTG Capital
Massachusetts
$3.76M -$74.2K -722 -2%
Citadel Advisors
146
Citadel Advisors
Florida
$3.61M +$2.33M +22,659 +251%
HWA
147
Heritage Wealth Advisors
Virginia
$3.58M +$3.88M +37,748 New
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$3.55M +$98.8K +961 +3%
FCI
149
Financial Counselors Inc
Kansas
$3.54M +$31.1K +302 +1%
Goldman Sachs
150
Goldman Sachs
New York
$3.52M +$194K +1,890 +7%