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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
201
Breakwater Capital Group
New Jersey
$1.98M +$143K +1,412 +8%
PB
202
Pinnacle Bancorp
Nebraska
$1.93M -$4.98K -49 -0.3%
HCC
203
Hirtle Callaghan & Co
Pennsylvania
$1.91M +$879K +8,651 +94%
CT
204
Caldwell Trust
Florida
$1.91M -$27.3K -269 -1%
DBIA
205
Dumont & Blake Investment Advisors
New Jersey
$1.88M +$7.21K +71 +0.4%
PPC
206
Park Place Capital
Alabama
$1.86M -$27.2K -268 -2%
SCM
207
Stordahl Capital Management
Colorado
$1.85M -$22.2K -219 -1%
AIP
208
Almanack Investment Partners
Pennsylvania
$1.84M
HWM
209
HB Wealth Management
Georgia
$1.84M -$89.1K -877 -5%
AF
210
Advisornet Financial
Minnesota
$1.82M +$32.1K +316 +2%
OWM
211
Opes Wealth Management
California
$1.82M -$62.4K -614 -3%
AT
212
American Trust
Kentucky
$1.82M -$10.4K -102 -0.6%
LFAS
213
Level Four Advisory Services
Texas
$1.8M +$42.9K +422 +3%
PFS
214
Prospera Financial Services
Texas
$1.73M +$423K +4,161 +35%
EL
215
Essex LLC
Illinois
$1.73M -$162K -1,597 -9%
FAIM
216
Financial Advocates Investment Management
Washington
$1.67M +$78.9K +777 +5%
FPIS
217
Financial Planning & Information Services
Wisconsin
$1.65M -$35.8K -352 -2%
TC
218
TownSquare Capital
Utah
$1.64M +$1.15M +11,289 +280%
ASN
219
Advisory Services Network
Georgia
$1.64M -$117K -1,150 -7%
TRCT
220
Tower Research Capital (TRC)
New York
$1.64M -$157K -1,549 -9%
SWA
221
SOA Wealth Advisors
New York
$1.63M -$201K -1,981 -12%
WI
222
Wintrust Investments
Illinois
$1.63M -$56.9K -560 -4%
PFG
223
Pacific Financial Group
Washington
$1.62M +$32.4K +319 +2%
BAM
224
Beaumont Asset Management
Texas
$1.59M +$1.51M +14,831 New
CWM
225
C2C Wealth Management
Arizona
$1.56M +$162K +1,598 +13%