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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
201
Bank Pictet & Cie (Asia)
Singapore
$672K – – –
BFA
202
Bragg Financial Advisors
North Carolina
$662K -$75.9K -972 -11%
KWM
203
Kingsview Wealth Management
Oregon
$656K -$183K -2,344 -22%
AC
204
Alexandria Capital
Virginia
$656K +$312 +4 +0%
Betterment LLC
205
Betterment LLC
New York
$654K -$215K -2,756 -25%
TNB
206
Thomasville National Bank
Georgia
$629K -$53.9K -690 -8%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$613K +$598K +7,662 New
AFP
208
Ausdal Financial Partners
Iowa
$608K -$68.2K -874 -10%
CA
209
Cambridge Advisors
Nebraska
$579K – – –
PBO
210
Peoples Bank (Ohio)
Ohio
$578K -$48.5K -622 -8%
HW
211
Hancock Whitney
Mississippi
$577K +$562K +7,202 New
AIM
212
Advantage Investment Management
Iowa
$574K -$33.1K -424 -6%
GTAM
213
Global Trust Asset Management
Florida
$572K +$557K +7,140 New
AP
214
Appleton Partners
Massachusetts
$570K -$3.12K -40 -0.6%
RG
215
Rikoon Group
New Mexico
$563K -$5.62K -72 -1%
OCM
216
One Capital Management
California
$559K +$26.8K +344 +5%
KIA
217
KCM Investment Advisors
California
$551K -$6.24K -80 -1%
KC
218
Kingfisher Capital
North Carolina
$551K +$235K +3,006 +78%
LWAC
219
Laurel Wealth Advisors (California)
California
$549K – – –
PIM
220
Parker Investment Management
California
$525K – – –
FHC
221
First Heartland Consultants
Missouri
$516K -$12.3K -158 -2%
HCA
222
Harbour Capital Advisors
Virginia
$515K – – –
BAAM
223
Baker Avenue Asset Management
California
$512K – – –
GAM
224
Griffin Asset Management
New York
$509K +$5.15K +66 +1%
FAM
225
Flaharty Asset Management
Florida
$503K -$6.87K -88 -1%