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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$2.01M +$136K +961 +8%
CA
227
Cornerstone Advisory
Maryland
$1.99M -$70.7K -500 -4%
PFA
228
Pure Financial Advisors
California
$1.98M -$55.2K -390 -3%
CA
229
Clearstead Advisors
Ohio
$1.96M -$72K -509 -4%
William Blair & Company
230
William Blair & Company
Illinois
$1.96M +$182K +1,288 +11%
AT
231
American Trust
Kentucky
$1.95M -$8.06K -57 -0.4%
CTC
232
Corundum Trust Company
South Dakota
$1.95M – – –
NPFS
233
Novak & Powell Financial Services
Florida
$1.94M +$34.7K +245 +2%
CWM
234
C2C Wealth Management
Arizona
$1.94M -$123K -866 -6%
GWMR
235
GC Wealth Management RIA
Massachusetts
$1.92M – – –
AWM
236
Apollon Wealth Management
South Carolina
$1.91M -$30K -212 -2%
MWM
237
Mission Wealth Management
California
$1.9M +$1.04M +7,373 +134%
AAP
238
Arax Advisory Partners
Colorado
$1.9M +$1.07M +7,534 +141%
AWM
239
Accurate Wealth Management
Florida
$1.87M +$4.95K +35 +0.3%
CPIG
240
Chicago Partners Investment Group
Illinois
$1.86M -$9.48K -67 -0.5%
VW
241
Vance Wealth
California
$1.86M -$262K -1,855 -13%
First Trust Advisors
242
First Trust Advisors
Illinois
$1.83M +$17.4K +123 +1%
CBU
243
CIBC Bancorp USA
Illinois
$1.82M -$102K -721 -6%
RSF
244
Rik Saylor Financial
Ohio
$1.8M -$53.5K -378 -3%
RDFA
245
Ritter Daniher Financial Advisory
Ohio
$1.79M -$7.92K -56 -0.5%
BSB
246
Bangor Savings Bank
Maine
$1.79M – – –
VT
247
Vise Technologies
New York
$1.78M +$183K +1,292 +12%
SPC
248
Sigma Planning Corp
Michigan
$1.78M -$83.2K -588 -5%
TCOV
249
Trust Company of Vermont
Vermont
$1.77M +$1.7M +12,012 New
FPAS
250
Focus Partners Advisor Solutions
Missouri
$1.76M +$825K +5,833 +96%