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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IB
176
Intrust Bank
Kansas
$896K – – –
MWM
177
Mission Wealth Management
California
$886K +$317K +3,962 +57%
HNB
178
Huntington National Bank
Ohio
$874K – – –
CBN
179
Cadence Bank NA
Texas
$872K -$231K -2,892 -21%
HA
180
Harborview Advisors
Maine
$848K -$9.76K -122 -1%
PWAP
181
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$836K – – –
PCG
182
Private Capital Group
Connecticut
$782K – – –
CAM
183
Covenant Asset Management
New Jersey
$766K +$1.76K +22 +0.2%
VIA
184
Vantage Investment Advisors
Pennsylvania
$757K -$39.5K -494 -5%
CCM
185
Coldstream Capital Management
Washington
$726K – – –
DBRC
186
D.B. Root & Company
Pennsylvania
$704K +$370K +4,628 +114%
KWM
187
Kingsview Wealth Management
Oregon
$702K +$14.2K +178 +2%
AC
188
Alexandria Capital
Virginia
$669K – – –
Goldman Sachs
189
Goldman Sachs
New York
$666K -$3.12M -39,012 -83%
BFA
190
Bragg Financial Advisors
North Carolina
$655K -$4.32K -54 -0.7%
MG
191
Mather Group
Illinois
$646K -$144K -1,802 -18%
CBB
192
Citizens Business Bank
California
$641K -$55.5K -694 -8%
TA
193
Townsend & Associates
Colorado
$634K +$196K +2,456 +46%
HCA
194
Heck Capital Advisors
Wisconsin
$624K +$4.64K +58 +0.8%
TNB
195
Thomasville National Bank
Georgia
$612K -$10.4K -130 -2%
CA
196
Cambridge Advisors
Nebraska
$586K – – –
SBH
197
Segall Bryant & Hamill
Illinois
$583K – – –
GTAM
198
Global Trust Asset Management
Florida
$573K – – –
HJA
199
Hugh Johnson Advisors
New York
$564K +$254K +3,170 +84%
KIA
200
KCM Investment Advisors
California
$563K +$5.12K +64 +0.9%