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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFF
176
USA Financial Formulas
Michigan
$862K +$822K +11,878 New
IP
177
Intellectus Partners
California
$842K +$802K +11,600 New
RC
178
RegentAtlantic Capital
New Jersey
$817K – – –
FIM
179
Freedom Investment Management
Connecticut
$796K -$15.5K -224 -2%
HNB
180
Huntington National Bank
Ohio
$786K – – –
LWM
181
LBA Wealth Management
Florida
$779K +$3.46K +50 +0.5%
OC
182
Oppenheimer & Co
New York
$769K +$732K +10,588 New
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$752K +$16.3K +236 +2%
HS
184
Huntington Steele
Pennsylvania
$746K +$1.52K +22 +0.2%
CB
185
Commerce Bank
Missouri
$744K +$2.9K +42 +0.4%
CA
186
Cetera Advisors
Colorado
$731K +$14.7K +212 +2%
HFS
187
HL Financial Services
Kentucky
$712K -$67.1K -970 -9%
BRWA
188
B. Riley Wealth Advisors
Florida
$710K -$217K -3,136 -24%
PAM
189
Peak Asset Management
Colorado
$704K – – –
BFA
190
Bragg Financial Advisors
North Carolina
$678K -$9.68K -140 -1%
CAM
191
Covenant Asset Management
New Jersey
$677K +$645K +9,328 New
AFP
192
Ausdal Financial Partners
Iowa
$658K +$6.78K +98 +1%
WT
193
Whittier Trust
California
$656K – – –
BTIS
194
BB&T Investment Services
North Carolina
$655K +$619K +8,956 New
VIA
195
Vantage Investment Advisors
Pennsylvania
$652K +$56.4K +816 +10%
Mariner
196
Mariner
Kansas
$651K +$229K +3,306 +58%
CS
197
Credit Suisse
Switzerland
$644K -$3.1M -44,830 -83%
HIM
198
Hanlon Investment Management
New Jersey
$637K +$607K +8,776 New
AWM
199
Affinity Wealth Management
Delaware
$634K -$44.1K -638 -7%
AC
200
Alexandria Capital
Virginia
$633K -$10.1K -146 -2%