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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
151
USCA RIA
Texas
$1.72M
SCM
152
Stordahl Capital Management
Colorado
$1.71M -$35.3K -448 -2%
FPIS
153
Financial Planning & Information Services
Wisconsin
$1.71M -$20.6K -262 -1%
First Trust Advisors
154
First Trust Advisors
Illinois
$1.67M -$371K -4,716 -18%
William Blair & Company
155
William Blair & Company
Illinois
$1.66M +$60.5K +768 +4%
LNC
156
Lincoln National Corp
Pennsylvania
$1.59M +$230K +2,920 +17%
HSA
157
HBK Sorce Advisory
Pennsylvania
$1.59M -$33.8K -430 -2%
SWPG
158
Strategic Wealth Partners Group
Illinois
$1.56M +$397K +5,044 +35%
BOS
159
Bank of Stockton
California
$1.53M +$1.06M +13,408 +231%
TA
160
Tiedemann Advisors
New York
$1.53M +$2.83K +36 +0.2%
TIA
161
Tiemann Investment Advisors
California
$1.51M -$12.6K -160 -0.8%
BTS
162
BB&T Securities
Virginia
$1.5M -$21.6K -274 -1%
SWP
163
Stratos Wealth Partners
Ohio
$1.49M +$32.7K +416 +2%
CWM
164
Confluence Wealth Management
Oregon
$1.48M +$42.3K +538 +3%
UCFA
165
United Capital Financial Advisors
Texas
$1.47M +$276K +3,508 +24%
WWM
166
Windsor Wealth Management
Indiana
$1.45M -$39.5K -502 -3%
FHA
167
First Horizon Advisors
Tennessee
$1.43M -$36K -458 -3%
TA
168
Townsend & Associates
Colorado
$1.37M +$531K +6,750 +60%
BSB
169
Bangor Savings Bank
Maine
$1.31M +$12.8K +162 +1%
LRIA
170
Leonard Rickey Investment Advisors
Washington
$1.3M -$16.2K -206 -1%
Citigroup
171
Citigroup
New York
$1.29M +$99.2K +1,260 +8%
APP
172
Avantax Planning Partners
Iowa
$1.26M -$56.8K -722 -4%
FPGK
173
Financial Partners Group (Kansas)
Kansas
$1.25M -$28.3K -360 -2%
PFPT
174
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.24M +$38.4K +488 +3%
WA
175
Waverly Advisors
Alabama
$1.23M -$115K -1,464 -9%