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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$1.38M -$416K -5,300 -25%
First Horizon Advisors
177
First Horizon Advisors
Tennessee
$1.35M -$4.47K -57 -0.4%
William Blair & Company
178
William Blair & Company
Illinois
$1.34M +$258K +3,290 +27%
GW & Wade
179
GW & Wade
Massachusetts
$1.32M +$1.2M +15,266 New
Capital Analysts LLC
180
Capital Analysts LLC
Pennsylvania
$1.27M -$45.6K -581 -4%
Evercore Wealth Management
181
Evercore Wealth Management
New York
$1.21M – – –
CA
182
Cornerstone Advisory
Maryland
$1.21M – – –
FAIM
183
Financial Advocates Investment Management
Washington
$1.2M -$24.1K -307 -2%
Waverly Advisors
184
Waverly Advisors
Alabama
$1.19M -$995K -12,685 -50%
BSB
185
Bangor Savings Bank
Maine
$1.13M -$92.3K -1,176 -8%
BWCS
186
Beirne Wealth Consulting Services
Connecticut
$1.13M -$37.5K -478 -4%
United Capital Financial Advisors
187
United Capital Financial Advisors
Texas
$1.1M -$307K -3,916 -23%
IFP Advisors
188
IFP Advisors
Florida
$1.1M -$115K -1,467 -10%
Chicago Partners Investment Group
189
Chicago Partners Investment Group
Illinois
$1.1M -$894K -11,393 -49%
AFC
190
AFT Forsyth & Company
Florida
$1.09M – – –
Glenmede Trust
191
Glenmede Trust
Pennsylvania
$1.07M -$921K -11,738 -49%
PFG
192
Pacific Financial Group
Washington
$1.05M +$163K +2,083 +21%
WFA
193
Wellspring Financial Advisors
Ohio
$1.04M -$341K -4,353 -26%
Citigroup
194
Citigroup
New York
$1.04M -$13.8K -176 -1%
Tiedemann Advisors
195
Tiedemann Advisors
New York
$1.03M -$68.3K -870 -7%
Bessemer Group
196
Bessemer Group
New Jersey
$1.02M – – –
Kingsview Wealth Management
197
Kingsview Wealth Management
Oregon
$1M +$913K +11,643 New
UTC
198
Unified Trust Company
Kentucky
$975K -$56.3K -718 -6%
RegentAtlantic Capital
199
RegentAtlantic Capital
New Jersey
$965K – – –
Whittier Trust
200
Whittier Trust
California
$955K -$99.9K -1,274 -10%