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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAP
176
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$747K +$52K +704 +8%
KWM
177
Kingsview Wealth Management
Oregon
$745K +$91.8K +1,242 +14%
HNB
178
Huntington National Bank
Ohio
$734K – – –
BRWA
179
B. Riley Wealth Advisors
Florida
$726K +$14.2K +192 +2%
PAM
180
Peak Asset Management
Colorado
$720K – – –
WT
181
Whittier Trust
California
$714K – – –
RJT
182
Raymond James Trust
Florida
$698K -$151K -2,048 -18%
BFA
183
Bragg Financial Advisors
North Carolina
$687K – – –
AFP
184
Ausdal Financial Partners
Iowa
$679K -$26.3K -356 -4%
Mariner
185
Mariner
Kansas
$667K +$22.3K +302 +3%
BTNA
186
Bremer Trust National Association
Minnesota
$659K +$17.4K +236 +3%
CCM
187
Coldstream Capital Management
Washington
$648K – – –
SI
188
SII Investments
Wisconsin
$643K -$2.42M -32,738 -79%
HIM
189
Hanlon Investment Management
New Jersey
$640K -$62.4K -844 -9%
SF
190
Synovus Financial
Georgia
$636K +$569K +7,696 +905%
TNB
191
Thomasville National Bank
Georgia
$635K – – –
MG
192
Mather Group
Illinois
$631K +$22.5K +304 +4%
BPCA
193
Bank Pictet & Cie (Asia)
Singapore
$624K – – –
PBO
194
Peoples Bank (Ohio)
Ohio
$621K -$31.8K -430 -5%
AC
195
Alexandria Capital
Virginia
$615K +$296 +4 +0%
AWM
196
Affinity Wealth Management
Delaware
$598K -$6.95K -94 -1%
AA
197
Advisory Alpha
Michigan
$573K +$269K +3,646 +90%
AIM
198
Advantage Investment Management
Iowa
$557K -$3.23M -43,766 -85%
BAS
199
Brown Advisory Securities
Maryland
$543K -$26.8K -362 -5%
AP
200
Appleton Partners
Massachusetts
$543K – – –