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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Shakespeare Wealth Management
Wisconsin
$1.97M -$9.53K -116 -0.5%
UTC
152
Unified Trust Company
Kentucky
$1.96M -$10.5K -128 -0.6%
TFF
153
The Family Firm
Maryland
$1.95M +$15K +182 +0.8%
PB
154
Pinnacle Bancorp
Nebraska
$1.92M -$15.8K -192 -0.8%
AIP
155
Almanack Investment Partners
Pennsylvania
$1.86M
UR
156
USCA RIA
Texas
$1.83M
FPIS
157
Financial Planning & Information Services
Wisconsin
$1.82M -$2.79K -34 -0.2%
SCM
158
Stordahl Capital Management
Colorado
$1.81M -$13K -158 -0.7%
First Trust Advisors
159
First Trust Advisors
Illinois
$1.8M +$16.4K +200 +1%
CB
160
Commerce Bank
Missouri
$1.8M -$277K -3,366 -14%
William Blair & Company
161
William Blair & Company
Illinois
$1.8M +$24.3K +296 +1%
SWPG
162
Strategic Wealth Partners Group
Illinois
$1.8M +$126K +1,530 +8%
OWM
163
Opes Wealth Management
California
$1.79M -$254K -3,092 -13%
EWM
164
EPG Wealth Management
Georgia
$1.78M +$1.71M +20,850 New
WIA
165
World Investment Advisors
California
$1.76M -$20.8M -253,166 -92%
TRCT
166
Tower Research Capital (TRC)
New York
$1.75M -$754K -9,178 -31%
CT
167
Caldwell Trust
Florida
$1.74M +$1.68M +20,386 New
SWP
168
Stratos Wealth Partners
Ohio
$1.71M +$114K +1,386 +7%
HSA
169
HBK Sorce Advisory
Pennsylvania
$1.7M +$5.59K +68 +0.3%
TA
170
Tiedemann Advisors
New York
$1.63M -$2.96K -36 -0.2%
TA
171
Townsend & Associates
Colorado
$1.63M +$106K +1,290 +7%
WWM
172
Windsor Wealth Management
Indiana
$1.6M +$3.62K +44 +0.2%
PFPT
173
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.59M +$265K +3,220 +21%
UCFA
174
United Capital Financial Advisors
Texas
$1.58M +$8.22K +100 +0.5%
TIA
175
Tiemann Investment Advisors
California
$1.54M -$66.4K -808 -4%