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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
151
Private Ocean
California
$925K – – –
ABC
152
Associated Banc-Corp
Wisconsin
$905K -$925 -14 -0.1%
BHWM
153
Bar Harbor Wealth Management
New Hampshire
$896K -$9.25K -140 -1%
WTC
154
WhitTier Trust Company
Nevada
$884K – – –
SWM
155
Segment Wealth Management
Texas
$875K – – –
BRWA
156
B. Riley Wealth Advisors
Florida
$859K +$35.4K +536 +4%
IIM
157
Ipswich Investment Management
Massachusetts
$850K – – –
FCBT
158
First Citizens Bank & Trust
North Carolina
$844K +$530K +8,028 +172%
AWA
159
Arete Wealth Advisors
Illinois
$817K – – –
MCM
160
Millie Capital Management
California
$791K +$786K +11,896 New
RC
161
RegentAtlantic Capital
New Jersey
$748K -$24.4K -370 -3%
FIM
162
Freedom Investment Management
Connecticut
$744K -$89.5K -1,354 -11%
Creative Planning
163
Creative Planning
Kansas
$737K +$177K +2,672 +32%
HFS
164
HL Financial Services
Kentucky
$717K – – –
LWM
165
LBA Wealth Management
Florida
$710K +$29.3K +444 +4%
SB
166
Suntrust Banks
Georgia
$698K +$64.8K +980 +10%
HS
167
Huntington Steele
Pennsylvania
$682K +$88.8K +1,344 +15%
CB
168
Commerce Bank
Missouri
$678K +$227K +3,440 +51%
NPC
169
National Planning Corporation
California
$674K -$9.25K -140 -1%
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$673K +$264 +4 +0%
CA
171
Cetera Advisors
Colorado
$655K -$6.08K -92 -0.9%
RPG
172
Risk Paradigm Group
Texas
$649K +$21.8K +330 +4%
PAM
173
Peak Asset Management
Colorado
$645K – – –
BFA
174
Bragg Financial Advisors
North Carolina
$630K -$3.3K -50 -0.5%
SI
175
SII Investments
Wisconsin
$630K +$58.3K +882 +10%