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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
176
Beirne Wealth Consulting Services
Connecticut
$912K -$691 -10 -0.1%
Moneta Group Investment Advisors
177
Moneta Group Investment Advisors
Missouri
$899K +$1.58M +22,842 +598%
Waverly Advisors
178
Waverly Advisors
Alabama
$881K +$862K +12,474 +98%
First Allied Advisory Services
179
First Allied Advisory Services
California
$869K -$16.4K -238 -2%
Tiedemann Advisors
180
Tiedemann Advisors
New York
$862K -$439K -6,352 -33%
AFC
181
AFT Forsyth & Company
Florida
$854K -$49K -710 -5%
Chicago Partners Investment Group
182
Chicago Partners Investment Group
Illinois
$854K +$894K +12,940 +124%
Whittier Trust
183
Whittier Trust
California
$832K -$76.5K -1,108 -8%
William Blair & Company
184
William Blair & Company
Illinois
$828K -$12.3K -178 -1%
Citigroup
185
Citigroup
New York
$826K -$249K -3,602 -23%
BWA
186
BDO Wealth Advisors
Florida
$824K -$119K -1,722 -12%
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$818K +$110K +1,586 +15%
MGIA
188
Matthew Goff Investment Advisor
Texas
$801K – – –
Bessemer Group
189
Bessemer Group
New Jersey
$796K – – –
Advisory Services Network
190
Advisory Services Network
Georgia
$774K +$21K +304 +3%
UTC
191
Unified Trust Company
Kentucky
$769K -$25.7K -372 -3%
RWB
192
RMR Wealth Builders
New Jersey
$767K +$785K +11,370 New
RegentAtlantic Capital
193
RegentAtlantic Capital
New Jersey
$754K -$76.7K -1,110 -9%
PCG
194
Private Capital Group
Connecticut
$752K +$23.2K +336 +3%
RIM
195
Rockbridge Investment Management
New York
$738K – – –
PO
196
Private Ocean
California
$724K – – –
Parametric Portfolio Associates
197
Parametric Portfolio Associates
Washington
$701K – – –
CGA
198
Crescent Grove Advisors
Illinois
$693K -$1.32M -19,100 -65%
PFG
199
Pacific Financial Group
Washington
$683K +$33.7K +488 +5%
Buckingham Strategic Wealth
200
Buckingham Strategic Wealth
Missouri
$677K +$318K +4,610 +85%