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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
151
Bar Harbor Wealth Management
New Hampshire
$896K -$9.25K -140 -1%
WTC
152
WhitTier Trust Company
Nevada
$884K
SWM
153
Segment Wealth Management
Texas
$875K
BRWA
154
B. Riley Wealth Advisors
Florida
$859K +$35.4K +536 +4%
IIM
155
Ipswich Investment Management
Massachusetts
$850K
FCBT
156
First Citizens Bank & Trust
North Carolina
$844K +$530K +8,028 +172%
AWA
157
Arete Wealth Advisors
Illinois
$817K
MCM
158
Millie Capital Management
California
$791K +$786K +11,896 New
RC
159
RegentAtlantic Capital
New Jersey
$748K -$24.4K -370 -3%
FIM
160
Freedom Investment Management
Connecticut
$744K -$89.5K -1,354 -11%
Creative Planning
161
Creative Planning
Kansas
$737K +$177K +2,672 +32%
HFS
162
HL Financial Services
Kentucky
$717K
LWM
163
LBA Wealth Management
Florida
$710K +$29.3K +444 +4%
SB
164
Suntrust Banks
Georgia
$698K +$64.8K +980 +10%
HS
165
Huntington Steele
Pennsylvania
$682K +$88.8K +1,344 +15%
CB
166
Commerce Bank
Missouri
$678K +$227K +3,440 +51%
NPC
167
National Planning Corporation
California
$674K -$9.25K -140 -1%
SDWMA
168
Schneider Downs Wealth Management Advisors
Pennsylvania
$673K +$264 +4 +0%
CA
169
Cetera Advisors
Colorado
$655K -$6.08K -92 -0.9%
RPG
170
Risk Paradigm Group
Texas
$649K +$21.8K +330 +4%
PAM
171
Peak Asset Management
Colorado
$645K
BFA
172
Bragg Financial Advisors
North Carolina
$630K -$3.3K -50 -0.5%
SI
173
SII Investments
Wisconsin
$630K +$58.3K +882 +10%
AWM
174
Affinity Wealth Management
Delaware
$623K +$34.4K +520 +6%
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$603K +$396 +6 +0.1%