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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Sigma Investment Counselors
Michigan
$231K – – –
QCMC
202
Quantum Capital Management (California)
California
$230K -$13.2K -218 -5%
CCS
203
Crosspoint Capital Strategies
California
$228K +$96.8K +1,598 +81%
VIA
204
Vantage Investment Advisors
Pennsylvania
$226K +$72.3K +1,194 +45%
BAAM
205
Baker Avenue Asset Management
California
$225K – – –
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$223K – – –
ZF
207
Zhang Financial
Michigan
$222K – – –
Mariner
208
Mariner
Kansas
$221K +$11.9K +196 +5%
HCIA
209
Hochman Cole Investment Advisors
Illinois
$220K +$228K +3,760 New
BHB
210
Bank Hapoalim BM
Israel
$217K – – –
SG Americas Securities
211
SG Americas Securities
New York
$216K -$303K -5,000 -58%
SS
212
Simplicity Solutions
Minnesota
$211K +$218K +3,600 New
UR
213
USCA RIA
Texas
$208K – – –
CWM
214
Concert Wealth Management
California
$206K -$33.9K -560 -14%
FNBT
215
FineMark National Bank & Trust
Florida
$203K – – –
MBT
216
Montecito Bank & Trust
California
$202K +$209K +3,448 New
NFG
217
Next Financial Group
Texas
$198K -$81.7K -1,350 -29%
KA
218
Klingman & Associates
New York
$190K – – –
ASN
219
Advisory Services Network
Georgia
$187K -$9.57K -158 -5%
HNB
220
Huntington National Bank
Ohio
$168K – – –
EWM
221
Endurance Wealth Management
Rhode Island
$162K +$3.03K +50 +2%
VNA
222
Valley National Advisers
Pennsylvania
$140K – – –
EFSCE
223
Enterprise Financial Services Corp (EFSC)
Missouri
$130K +$5.21K +86 +4%
MWP
224
MYCIO Wealth Partners
Pennsylvania
$129K +$605 +10 +0.5%
M
225
MOTCO
Texas
$127K – – –