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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$1.14M +$32.8K +424 +3%
TA
177
Tiedemann Advisors
New York
$1.12M – – –
AFC
178
AFT Forsyth & Company
Florida
$1.11M -$25.6K -330 -2%
FNBOSM
179
First National Bank of South Miami
Florida
$1.11M -$88.9K -1,148 -8%
MAM
180
Marquette Asset Management
Minnesota
$1.1M – – –
WWM
181
Windsor Wealth Management
Indiana
$1.1M +$152K +1,958 +16%
FWM
182
Frontier Wealth Management
Missouri
$1.08M -$30.5K -394 -3%
SC
183
Savant Capital
Illinois
$1.08M -$359K -4,634 -25%
WT
184
Whittier Trust
California
$1.08M – – –
OFG
185
Omega Financial Group
California
$1.08M +$362K +4,672 +51%
AMCA
186
Arthur M. Cohen & Associates
Illinois
$1.05M +$70.9K +916 +7%
VDFA
187
Vickerman & Driscoll Financial Advisors
Washington
$1.04M -$45.8K -592 -4%
SWM
188
Segment Wealth Management
Texas
$1.03M – – –
Bessemer Group
189
Bessemer Group
New Jersey
$1.03M – – –
HNB
190
Huntington National Bank
Ohio
$1M – – –
SFG
191
SNS Financial Group
Minnesota
$993K -$69.7K -900 -7%
CB
192
Commerce Bank
Missouri
$981K -$20.7K -268 -2%
KWM
193
Kingsview Wealth Management
Oregon
$980K – – –
NL
194
NWAM LLC
Washington
$967K +$15.9K +206 +2%
RC
195
RegentAtlantic Capital
New Jersey
$965K – – –
APA
196
American Portfolios Advisors
New York
$951K +$504K +6,510 +116%
BWCS
197
Beirne Wealth Consulting Services
Connecticut
$950K -$15.5K -200 -2%
PFO
198
Pathstone Family Office
New Jersey
$943K +$931K +12,030 New
AIC
199
Ameritas Investment Company
Nebraska
$905K +$893K +11,536 New
IWS
200
Insight Wealth Strategies
California
$889K -$8.36K -108 -0.9%