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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$745K +$91.8K +1,242 +14%
HNB
177
Huntington National Bank
Ohio
$734K
BRWA
178
B. Riley Wealth Advisors
Florida
$726K +$14.2K +192 +2%
PAM
179
Peak Asset Management
Colorado
$720K
WT
180
Whittier Trust
California
$714K
RJT
181
Raymond James Trust
Florida
$698K -$151K -2,048 -18%
BFA
182
Bragg Financial Advisors
North Carolina
$687K
AFP
183
Ausdal Financial Partners
Iowa
$679K -$26.3K -356 -4%
Mariner
184
Mariner
Kansas
$667K +$22.3K +302 +3%
BTNA
185
Bremer Trust National Association
Minnesota
$659K +$17.4K +236 +3%
CCM
186
Coldstream Capital Management
Washington
$648K
SI
187
SII Investments
Wisconsin
$643K -$2.42M -32,738 -79%
HIM
188
Hanlon Investment Management
New Jersey
$640K -$62.4K -844 -9%
SF
189
Synovus Financial
Georgia
$636K +$569K +7,696 +905%
TNB
190
Thomasville National Bank
Georgia
$635K
MG
191
Mather Group
Illinois
$631K +$22.5K +304 +4%
BPCA
192
Bank Pictet & Cie (Asia)
Singapore
$624K
PBO
193
Peoples Bank (Ohio)
Ohio
$621K -$31.8K -430 -5%
AC
194
Alexandria Capital
Virginia
$615K +$296 +4 +0%
AWM
195
Affinity Wealth Management
Delaware
$598K -$6.95K -94 -1%
AA
196
Advisory Alpha
Michigan
$573K +$269K +3,646 +90%
AIM
197
Advantage Investment Management
Iowa
$557K -$3.23M -43,766 -85%
BAS
198
Brown Advisory Securities
Maryland
$543K -$26.8K -362 -5%
AP
199
Appleton Partners
Massachusetts
$543K
CA
200
Cambridge Advisors
Nebraska
$538K