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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
176
Moneta Group Investment Advisors
Missouri
$899K +$1.58M +22,842 +598%
WA
177
Waverly Advisors
Alabama
$881K +$862K +12,474 +98%
FAAS
178
First Allied Advisory Services
California
$869K -$16.4K -238 -2%
TA
179
Tiedemann Advisors
New York
$862K -$439K -6,352 -33%
AFC
180
AFT Forsyth & Company
Florida
$854K -$49K -710 -5%
CPIG
181
Chicago Partners Investment Group
Illinois
$854K +$894K +12,940 +124%
WT
182
Whittier Trust
California
$832K -$76.5K -1,108 -8%
William Blair & Company
183
William Blair & Company
Illinois
$828K -$12.3K -178 -1%
Citigroup
184
Citigroup
New York
$826K -$249K -3,602 -23%
BWA
185
BDO Wealth Advisors
Florida
$824K -$119K -1,722 -12%
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$818K +$110K +1,586 +15%
MGIA
187
Matthew Goff Investment Advisor
Texas
$801K
Bessemer Group
188
Bessemer Group
New Jersey
$796K
ASN
189
Advisory Services Network
Georgia
$774K +$21K +304 +3%
UTC
190
Unified Trust Company
Kentucky
$769K -$25.7K -372 -3%
RWB
191
RMR Wealth Builders
New Jersey
$767K +$785K +11,370 New
RC
192
RegentAtlantic Capital
New Jersey
$754K -$76.7K -1,110 -9%
PCG
193
Private Capital Group
Connecticut
$752K +$23.2K +336 +3%
RIM
194
Rockbridge Investment Management
New York
$738K
PO
195
Private Ocean
California
$724K
PPA
196
Parametric Portfolio Associates
Washington
$701K
CGA
197
Crescent Grove Advisors
Illinois
$693K -$1.32M -19,100 -65%
PFG
198
Pacific Financial Group
Washington
$683K +$33.7K +488 +5%
BSW
199
Buckingham Strategic Wealth
Missouri
$677K +$318K +4,610 +85%
EDRIA
200
Edmonds Duncan Registered Investment Advisors
Kansas
$676K -$3.59K -52 -0.5%