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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
176
Financial Advocates Investment Management
Washington
$958K -$27.9K -444 -3%
APP
177
Avantax Planning Partners
Iowa
$940K -$163K -2,592 -15%
CA
178
Cornerstone Advisory
Maryland
$931K
BWA
179
BDO Wealth Advisors
Florida
$927K +$333K +5,312 +62%
WA
180
Waverly Advisors
Alabama
$925K -$17.2K -274 -2%
BWCS
181
Beirne Wealth Consulting Services
Connecticut
$900K +$58.2K +928 +7%
WT
182
Whittier Trust
California
$894K
AFC
183
AFT Forsyth & Company
Florida
$889K
FAAS
184
First Allied Advisory Services
California
$873K +$2.38K +38 +0.3%
IA
185
IFP Advisors
Florida
$844K +$155K +2,472 +24%
William Blair & Company
186
William Blair & Company
Illinois
$828K -$327K -5,220 -30%
RC
187
RegentAtlantic Capital
New Jersey
$817K
OC
188
Oppenheimer & Co
New York
$816K -$2.3M -36,646 -75%
Bessemer Group
189
Bessemer Group
New Jersey
$785K +$4.39K +70 +0.6%
UTC
190
Unified Trust Company
Kentucky
$783K -$643K -10,256 -47%
MGIA
191
Matthew Goff Investment Advisor
Texas
$775K
ASN
192
Advisory Services Network
Georgia
$743K -$245K -3,908 -26%
RIM
193
Rockbridge Investment Management
New York
$728K +$687K +10,946 New
CPIG
194
Chicago Partners Investment Group
Illinois
$720K -$165K -2,636 -20%
PCG
195
Private Capital Group
Connecticut
$719K
PO
196
Private Ocean
California
$713K -$14.3K -228 -2%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$701K +$116K +1,848 +21%
PPA
198
Parametric Portfolio Associates
Washington
$691K -$119K -1,894 -15%
HA
199
Harborview Advisors
Maine
$682K +$37.3K +594 +6%
EDRIA
200
Edmonds Duncan Registered Investment Advisors
Kansas
$670K -$878 -14 -0.1%