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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
201
Old National Bancorp
Indiana
$282K -$120K -2,118 -32%
GA
202
Geneva Advisors
Illinois
$278K – – –
CIA
203
Capital Investment Advisors
Georgia
$274K – – –
IIM
204
Ipswich Investment Management
Massachusetts
$273K – – –
PAS
205
Partnervest Advisory Services
California
$267K +$244K +4,306 New
VIA
206
Vantage Investment Advisors
Pennsylvania
$262K +$21.2K +374 +10%
FA
207
FDx Advisors
Illinois
$261K +$238K +4,208 New
VWA
208
V Wealth Advisors
Kansas
$259K +$237K +4,182 New
APSP
209
Asset Planning Services (Pennsylvania)
Pennsylvania
$254K +$680 +12 +0.3%
FWP
210
FAS Wealth Partners
Kansas
$253K +$7.37K +130 +3%
JIR
211
James Investment Research
Ohio
$251K – – –
FNBT
212
FineMark National Bank & Trust
Florida
$246K +$28.3K +500 +14%
CBU
213
CIBC Bank USA
Illinois
$245K -$14.5K -256 -6%
CFA
214
CT Financial Advisors
Pennsylvania
$240K -$15.9K -280 -7%
BAAM
215
Baker Avenue Asset Management
California
$238K – – –
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$236K – – –
ZF
217
Zhang Financial
Michigan
$235K – – –
QCMC
218
Quantum Capital Management (California)
California
$232K -$10.8K -190 -5%
CWM
219
Concert Wealth Management
California
$229K +$9.18K +162 +5%
CGL
220
Clarius Group LLC
Washington
$227K +$208K +3,666 New
ASN
221
Advisory Services Network
Georgia
$224K +$23.9K +422 +13%
Mariner
222
Mariner
Kansas
$221K -$11.1K -196 -5%
AllianceBernstein
223
AllianceBernstein
Tennessee
$219K +$200K +3,524 New
SIC
224
Sigma Investment Counselors
Michigan
$216K -$25.5K -450 -11%
CCA
225
Cobblestone Capital Advisors
New York
$216K +$197K +3,480 New