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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
LBA Wealth Management
Florida
$633K
CA
152
Cetera Advisors
Colorado
$617K -$266K -4,698 -32%
BFA
153
Bragg Financial Advisors
North Carolina
$613K +$680 +12 +0.1%
PWAP
154
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$612K -$31.4K -554 -5%
PAM
155
Peak Asset Management
Colorado
$601K
PBO
156
Peoples Bank (Ohio)
Ohio
$563K -$24.9K -440 -5%
WT
157
Whittier Trust
California
$560K
AC
158
Alexandria Capital
Virginia
$552K -$15.8K -278 -3%
CCM
159
Coldstream Capital Management
Washington
$541K +$494K +8,722 New
Creative Planning
160
Creative Planning
Kansas
$529K +$44.9K +792 +10%
BTNA
161
Bremer Trust National Association
Minnesota
$506K -$39.7K -700 -8%
OCM
162
One Capital Management
California
$493K -$3.63K -64 -0.8%
TNB
163
Thomasville National Bank
Georgia
$492K +$176K +3,104 +64%
HS
164
Huntington Steele
Pennsylvania
$482K +$22.8K +402 +5%
SI
165
SII Investments
Wisconsin
$475K +$94.2K +1,662 +28%
FNT
166
First National Trust
Pennsylvania
$458K +$419K +7,390 New
SMH
167
Sanders Morris Harris
Texas
$451K +$412K +7,270 New
KM
168
Kalos Management
Georgia
$442K +$404K +7,134 New
CWM
169
Cornerstone Wealth Management
Missouri
$432K +$334K +5,890 New
JIC
170
Johnson Investment Counsel
Ohio
$416K -$1.7K -30 -0.4%
HCA
171
Harbour Capital Advisors
Virginia
$416K
MG
172
Mather Group
Illinois
$413K +$27.3K +482 +8%
KCM
173
Kanawha Capital Management
Virginia
$408K
SB
174
Suntrust Banks
Georgia
$408K +$374K +6,600 New
PIM
175
Parker Investment Management
California
$407K +$372K +6,556 New