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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
176
KCM Investment Advisors
California
$406K – – –
ICOA
177
Investment Centers of America
North Dakota
$399K +$16.9K +298 +5%
CA
178
Cambridge Advisors
Nebraska
$394K – – –
CB
179
Commerce Bank
Missouri
$394K – – –
JWM
180
Jacobus Wealth Management
Wisconsin
$388K – – –
WP
181
WealthSource Partners
California
$387K +$354K +6,240 New
CPO
182
Cerity Partners OCIO
New York
$386K +$1.25K +22 +0.4%
MIC
183
Meridian Investment Counsel
California
$386K +$73.9K +1,304 +26%
LWAC
184
Laurel Wealth Advisors (California)
California
$384K -$2.04M -36,016 -85%
RIA
185
Regal Investment Advisors
Michigan
$384K +$350K +6,184 New
RJT
186
Raymond James Trust
Florida
$376K -$4.31K -76 -1%
FT
187
Fiduciary Trust
Massachusetts
$367K – – –
TH
188
Timber Hill
Connecticut
$364K +$333K +5,876 New
EAM
189
Evanson Asset Management
California
$355K -$38K -670 -10%
FCI
190
Financial Counselors Inc
Kansas
$353K +$30.6K +540 +10%
VFA
191
Voya Financial Advisors
Connecticut
$336K +$308K +5,426 New
FFWA
192
FRG Family Wealth Advisors
Washington
$332K – – –
NFG
193
Nations Financial Group
Iowa
$332K +$4.99K +88 +2%
FNBTCON
194
First National Bank & Trust Co of Newtown
Pennsylvania
$302K – – –
Brown Advisory
195
Brown Advisory
Maryland
$298K +$273K +4,810 New
VKH
196
Virtu KCG Holdings
New York
$291K -$22.7K -400 -8%
PMG
197
ProVise Management Group
Florida
$291K +$40.1K +708 +18%
BTS
198
BB&T Securities
Virginia
$290K -$43K -758 -14%
WCM
199
Wealthcare Capital Management
Virginia
$285K -$11.9K -210 -4%
SC
200
SouthState Corp
Florida
$283K -$123K -2,164 -32%