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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$1.29M -$224K -2,678 -15%
SB
152
Suntrust Banks
Georgia
$1.21M -$582K -6,964 -32%
AFC
153
AFT Forsyth & Company
Florida
$1.21M – – –
CG
154
Colony Group
Massachusetts
$1.21M – – –
FWM
155
Frontier Wealth Management
Missouri
$1.19M -$29.2K -350 -2%
MAM
156
Marquette Asset Management
Minnesota
$1.19M – – –
Citigroup
157
Citigroup
New York
$1.18M +$40.3K +482 +4%
WT
158
Whittier Trust
California
$1.15M – – –
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$1.14M -$21.2K -254 -2%
SCA
160
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M – – –
AA
161
Advisory Alpha
Michigan
$1.1M +$79.2K +948 +7%
SWM
162
Segment Wealth Management
Texas
$1.1M – – –
CB
163
Commerce Bank
Missouri
$1.07M +$145K +1,736 +16%
AIP
164
Ahrens Investment Partners
Louisiana
$1.05M -$81K -970 -7%
RC
165
RegentAtlantic Capital
New Jersey
$1.03M – – –
ABC
166
Associated Banc-Corp
Wisconsin
$1.02M -$28.1K -336 -3%
SF
167
Synovus Financial
Georgia
$1.02M -$34.9K -418 -3%
VDFA
168
Vickerman & Driscoll Financial Advisors
Washington
$1.02M -$1.84K -22 -0.2%
CF
169
Centaurus Financial
California
$1.02M -$126K -1,504 -11%
Bessemer Group
170
Bessemer Group
New Jersey
$982K – – –
IP
171
Intellectus Partners
California
$974K – – –
MA
172
Mutual Advisors
Nebraska
$963K -$12.5K -150 -1%
WWM
173
Windsor Wealth Management
Indiana
$953K +$3.34K +40 +0.4%
NL
174
NWAM LLC
Washington
$943K – – –
BHWM
175
Bar Harbor Wealth Management
New Hampshire
$936K -$501 -6 -0.1%