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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
126
Goelzer Investment Management
Indiana
$4.47M -$23.3K -207 -0.5%
CA
127
Centerpoint Advisors
Massachusetts
$4.41M -$135K -1,199 -3%
SC
128
Sierra Capital
Florida
$4.38M +$5.97K +53 +0.1%
BOS
129
Bank of Stockton
California
$4.32M -$79.5K -706 -2%
BFG
130
Bleakley Financial Group
New Jersey
$4.09M -$7.99K -71 -0.2%
SW
131
Simplicity Wealth
New Jersey
$4.09M +$3.89M +34,560 New
BA
132
Brightwater Advisory
Florida
$4.07M -$28K -249 -0.7%
LC
133
LTG Capital
Massachusetts
$4.01M -$11.5K -102 -0.3%
CCM
134
Coldstream Capital Management
Washington
$3.99M
SCM
135
SOL Capital Management
Maryland
$3.92M -$118K -1,050 -3%
HWA
136
Heritage Wealth Advisors
Virginia
$3.9M
CWM
137
Cranbrook Wealth Management
Michigan
$3.85M -$59.5K -528 -2%
RWA
138
River Wealth Advisors
Pennsylvania
$3.85M -$101K -901 -3%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$3.84M +$1.2M +10,665 +49%
CAG
140
Csenge Advisory Group
Florida
$3.81M +$186K +1,653 +5%
AA
141
Alesco Advisors
New York
$3.8M -$6.47M -57,492 -64%
FCI
142
Financial Counselors Inc
Kansas
$3.72M +$45.8K +407 +1%
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$3.68M -$2.81K -25 -0.1%
FP
144
Factorial Partners
New York
$3.61M
NF
145
Nikulski Financial
Iowa
$3.59M -$52K -462 -1%
AAS
146
Avantax Advisory Services
Texas
$3.53M +$1.34M +11,935 +67%
TRIA
147
Trail Ridge Investment Advisors
Colorado
$3.45M +$192K +1,704 +6%
SPC
148
Sigma Planning Corp
Michigan
$3.4M +$2M +17,747 +162%
Betterment LLC
149
Betterment LLC
New York
$3.32M -$5.31M -47,122 -63%
SIA
150
Soltis Investment Advisors
Utah
$3.3M +$115K +1,025 +4%