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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
201
KCM Investment Advisors
California
$419K
CG
202
Cutler Group
California
$412K +$352K +5,600 +668%
CA
203
Cambridge Advisors
Nebraska
$407K
JWM
204
Jacobus Wealth Management
Wisconsin
$400K
CCT
205
Country Club Trust
Missouri
$400K +$393K +6,240 New
MIC
206
Meridian Investment Counsel
California
$399K
ASN
207
Advisory Services Network
Georgia
$395K +$161K +2,560 +71%
LWAC
208
Laurel Wealth Advisors (California)
California
$390K -$6.8K -108 -2%
CPO
209
Cerity Partners OCIO
New York
$388K -$1.89K -30 -0.5%
RJT
210
Raymond James Trust
Florida
$388K
NFG
211
Nations Financial Group
Iowa
$382K +$38.5K +612 +11%
LAM
212
Lebenthal Asset Management
New York
$368K +$361K +5,740 New
LH
213
Lebenthal Holdings
New York
$368K +$361K +5,740 New
EAM
214
Evanson Asset Management
California
$366K
FT
215
Fiduciary Trust
Massachusetts
$347K -$32K -508 -9%
FCI
216
Financial Counselors Inc
Kansas
$330K -$33.5K -532 -9%
Brown Advisory
217
Brown Advisory
Maryland
$330K +$21K +334 +7%
HJA
218
Hugh Johnson Advisors
New York
$319K +$313K +4,978 New
BL
219
Balentine LLC
Georgia
$319K +$314K +4,988 New
NL
220
NWAM LLC
Washington
$319K +$314K +4,990 New
CCB
221
Cutter & Co Brokerage
Missouri
$314K +$308K +4,898 New
PAS
222
Partnervest Advisory Services
California
$307K +$30.7K +488 +11%
PMG
223
ProVise Management Group
Florida
$301K +$503 +8 +0.2%
BAS
224
Brown Advisory Securities
Maryland
$300K +$295K +4,692 New
FNBTCON
225
First National Bank & Trust Co of Newtown
Pennsylvania
$299K -$12.6K -200 -4%