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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Almanack Investment Partners
Pennsylvania
$1.2M
PB
152
Pinnacle Bancorp
Nebraska
$1.19M -$57.1K -760 -3%
First Trust Advisors
153
First Trust Advisors
Illinois
$1.19M +$43.6K +580 +3%
CB
154
Commerce Bank
Missouri
$1.17M +$16.8K +224 +1%
FPIS
155
Financial Planning & Information Services
Wisconsin
$1.17M -$3.16K -42 -0.2%
SWPG
156
Strategic Wealth Partners Group
Illinois
$1.17M +$14.4K +192 +0.9%
EWM
157
EPG Wealth Management
Georgia
$1.13M -$15.8K -210 -1%
OCM
158
One Capital Management
California
$1.13M +$405K +5,388 +36%
NFG
159
Nations Financial Group
Iowa
$1.12M +$628K +8,354 +70%
CT
160
Caldwell Trust
Florida
$1.09M -$33.5K -446 -2%
ACA
161
Anchor Capital Advisors
Massachusetts
$1.09M +$1.3M +17,290 +654%
LWA
162
LWS Wealth Advisors
New Jersey
$1.09M -$703K -9,356 -32%
OWM
163
Opes Wealth Management
California
$1.08M -$90.1K -1,198 -6%
FHA
164
First Horizon Advisors
Tennessee
$1.06M +$114K +1,520 +9%
TA
165
Tiedemann Advisors
New York
$1.05M
SCM
166
Stordahl Capital Management
Colorado
$1.03M -$58.5K -778 -4%
TIA
167
Tiemann Investment Advisors
California
$1.03M +$58.5K +778 +4%
SWP
168
Stratos Wealth Partners
Ohio
$1.01M -$128K -1,702 -8%
FP
169
Factorial Partners
New York
$999K +$1.37M +18,200 New
UCFA
170
United Capital Financial Advisors
Texas
$975K -$52.9K -704 -4%
William Blair & Company
171
William Blair & Company
Illinois
$970K -$255K -3,398 -16%
PFPT
172
Pinnacle Financial Partners (Tennessee)
Tennessee
$952K -$99.5K -1,324 -7%
TSW
173
Thompson Siegel & Walmsley
Virginia
$946K +$642K +8,538 +98%
WFA
174
Wellspring Financial Advisors
Ohio
$934K +$1.28M +17,016 New
WWM
175
Windsor Wealth Management
Indiana
$928K -$141K -1,870 -10%