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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCS
201
Crosspoint Capital Strategies
California
$228K +$96.8K +1,598 +81%
VIA
202
Vantage Investment Advisors
Pennsylvania
$226K +$72.3K +1,194 +45%
BAAM
203
Baker Avenue Asset Management
California
$225K
PGFC
204
Peapack-Gladstone Financial Corp
New Jersey
$223K
ZF
205
Zhang Financial
Michigan
$222K
Mariner
206
Mariner
Kansas
$221K +$11.9K +196 +5%
HCIA
207
Hochman Cole Investment Advisors
Illinois
$220K +$228K +3,760 New
BHB
208
Bank Hapoalim BM
Israel
$217K
SG Americas Securities
209
SG Americas Securities
New York
$216K -$303K -5,000 -58%
SS
210
Simplicity Solutions
Minnesota
$211K +$218K +3,600 New
UR
211
USCA RIA
Texas
$208K
CWM
212
Concert Wealth Management
California
$206K -$33.9K -560 -14%
FNBT
213
FineMark National Bank & Trust
Florida
$203K
MBT
214
Montecito Bank & Trust
California
$202K +$209K +3,448 New
NFG
215
Next Financial Group
Texas
$198K -$81.7K -1,350 -29%
KA
216
Klingman & Associates
New York
$190K
ASN
217
Advisory Services Network
Georgia
$187K -$9.57K -158 -5%
HNB
218
Huntington National Bank
Ohio
$168K
EWM
219
Endurance Wealth Management
Rhode Island
$162K +$3.03K +50 +2%
VNA
220
Valley National Advisers
Pennsylvania
$140K
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$130K +$5.21K +86 +4%
MWP
222
MYCIO Wealth Partners
Pennsylvania
$129K +$605 +10 +0.5%
M
223
MOTCO
Texas
$127K
TRCT
224
Tower Research Capital (TRC)
New York
$121K -$87.9K -1,452 -41%
QCG
225
Quadrant Capital Group
Ohio
$121K -$26.2K -432 -17%