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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
151
Pinnacle Bancorp
Nebraska
$1.33M -$135K -1,956 -9%
NNP
152
Nachman Norwood & Parrott
South Carolina
$1.33M +$6.22K +90 +0.5%
SCM
153
Stordahl Capital Management
Colorado
$1.32M +$9.67K +140 +0.7%
WWM
154
Windsor Wealth Management
Indiana
$1.29M +$1.16M +16,766 +88%
CT
155
Caldwell Trust
Florida
$1.26M -$81.8K -1,184 -6%
FPIS
156
Financial Planning & Information Services
Wisconsin
$1.26M -$238K -3,438 -16%
SWM
157
Shakespeare Wealth Management
Wisconsin
$1.25M -$24.6K -356 -2%
SWP
158
Stratos Wealth Partners
Ohio
$1.21M -$47.4K -686 -4%
TIA
159
Tiemann Investment Advisors
California
$1.19M -$49.2K -712 -4%
PFPT
160
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.16M
DBIA
161
Dumont & Blake Investment Advisors
New Jersey
$1.13M +$64.4K +932 +6%
UCFA
162
United Capital Financial Advisors
Texas
$1.13M -$22.4K -324 -2%
LWA
163
LWS Wealth Advisors
New Jersey
$1.12M -$6.49K -94 -0.6%
APA
164
American Portfolios Advisors
New York
$1.12M +$592K +8,566 +106%
WFA
165
Wellspring Financial Advisors
Ohio
$1.11M -$13K -188 -1%
GPA
166
Guidance Point Advisors
Massachusetts
$1.1M +$553 +8 +0%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$1.09M -$180K -2,610 -7%
FHA
168
First Horizon Advisors
Tennessee
$1.06M -$171K -2,482 -14%
CAL
169
Capital Analysts LLC
Pennsylvania
$1.03M -$17.4K -252 -2%
BSB
170
Bangor Savings Bank
Maine
$965K -$15.9K -230 -2%
FAIM
171
Financial Advocates Investment Management
Washington
$958K -$13.7K -198 -1%
IA
172
IFP Advisors
Florida
$951K +$90.8K +1,314 +10%
EWM
173
Evercore Wealth Management
New York
$949K -$70.9K -1,026 -7%
CA
174
Cornerstone Advisory
Maryland
$944K
APP
175
Avantax Planning Partners
Iowa
$921K -$33.3K -482 -3%