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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
176
Avantax Planning Partners
Iowa
$918K +$78.8K +1,048 +7%
HSA
177
HBK Sorce Advisory
Pennsylvania
$916K -$243K -3,228 -16%
Citigroup
178
Citigroup
New York
$877K -$28.9K -384 -2%
RJT
179
Raymond James Trust
Florida
$847K +$55K +732 +5%
BSB
180
Bangor Savings Bank
Maine
$834K -$6.76K -90 -0.6%
EWM
181
Evercore Wealth Management
New York
$829K -$4.51K -60 -0.4%
ASN
182
Advisory Services Network
Georgia
$828K -$781K -10,384 -41%
FAIM
183
Financial Advocates Investment Management
Washington
$815K +$36.2K +482 +3%
SF
184
Synovus Financial
Georgia
$807K +$398K +5,288 +56%
WIA
185
World Investment Advisors
California
$801K -$454K -6,038 -29%
CPIG
186
Chicago Partners Investment Group
Illinois
$772K -$118K -1,574 -11%
CA
187
Cornerstone Advisory
Maryland
$768K
TSS
188
Two Sigma Securities
New York
$758K +$1.04M +13,812 New
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$746K -$1.31M -17,374 -55%
WT
190
Whittier Trust
California
$738K
AFC
191
AFT Forsyth & Company
Florida
$734K -$27.5K -366 -3%
FAAS
192
First Allied Advisory Services
California
$719K -$2.44M -32,438 -71%
WA
193
Waverly Advisors
Alabama
$716K -$61.9K -824 -6%
TAIM
194
TD Ameritrade Investment Management
Nebraska
$708K +$715K +9,510 +280%
BWCS
195
Beirne Wealth Consulting Services
Connecticut
$692K +$60.1K +800 +7%
PPA
196
Parametric Portfolio Associates
Washington
$674K -$39.8K -530 -4%
RC
197
RegentAtlantic Capital
New Jersey
$674K
Bessemer Group
198
Bessemer Group
New Jersey
$644K -$105K -1,400 -11%
OL
199
Optas LLC
Texas
$634K -$320K -4,258 -27%
WP
200
WealthSource Partners
California
$633K -$1.7M -22,636 -66%