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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
176
Tiedemann Advisors
New York
$1.12M
AFC
177
AFT Forsyth & Company
Florida
$1.11M -$25.6K -330 -2%
FNBOSM
178
First National Bank of South Miami
Florida
$1.11M -$88.9K -1,148 -8%
MAM
179
Marquette Asset Management
Minnesota
$1.1M
WWM
180
Windsor Wealth Management
Indiana
$1.1M +$152K +1,958 +16%
FWM
181
Frontier Wealth Management
Missouri
$1.08M -$30.5K -394 -3%
SC
182
Savant Capital
Illinois
$1.08M -$359K -4,634 -25%
WT
183
Whittier Trust
California
$1.08M
OFG
184
Omega Financial Group
California
$1.08M +$362K +4,672 +51%
AMCA
185
Arthur M. Cohen & Associates
Illinois
$1.05M +$70.9K +916 +7%
VDFA
186
Vickerman & Driscoll Financial Advisors
Washington
$1.04M -$45.8K -592 -4%
SWM
187
Segment Wealth Management
Texas
$1.03M
Bessemer Group
188
Bessemer Group
New Jersey
$1.03M
HNB
189
Huntington National Bank
Ohio
$1M
SFG
190
SNS Financial Group
Minnesota
$993K -$69.7K -900 -7%
CB
191
Commerce Bank
Missouri
$981K -$20.7K -268 -2%
KWM
192
Kingsview Wealth Management
Oregon
$980K
NL
193
NWAM LLC
Washington
$967K +$15.9K +206 +2%
RC
194
RegentAtlantic Capital
New Jersey
$965K
APA
195
American Portfolios Advisors
New York
$951K +$504K +6,510 +116%
BWCS
196
Beirne Wealth Consulting Services
Connecticut
$950K -$15.5K -200 -2%
PFO
197
Pathstone Family Office
New Jersey
$943K +$931K +12,030 New
AIC
198
Ameritas Investment Company
Nebraska
$905K +$893K +11,536 New
IWS
199
Insight Wealth Strategies
California
$889K -$8.36K -108 -0.9%
PO
200
Private Ocean
California
$877K +$48.8K +630 +6%