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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$299K +$293K +4,664 New
WCM
227
Wealthcare Capital Management
Virginia
$298K +$3.52K +56 +1%
NFG
228
Next Financial Group
Texas
$298K +$82.8K +1,316 +39%
SC
229
SouthState Corp
Florida
$292K – – –
CIA
230
Capital Investment Advisors
Georgia
$282K – – –
BIG
231
Bellwether Investment Group
Tennessee
$271K +$266K +4,232 New
GA
232
Geneva Advisors
Illinois
$267K -$19K -302 -7%
VWA
233
V Wealth Advisors
Kansas
$267K -$1.01K -16 -0.4%
APSP
234
Asset Planning Services (Pennsylvania)
Pennsylvania
$263K +$755 +12 +0.3%
JIR
235
James Investment Research
Ohio
$259K – – –
FNBT
236
FineMark National Bank & Trust
Florida
$254K – – –
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$253K +$9.69K +154 +4%
CBU
238
CIBC Bank USA
Illinois
$253K – – –
BAAM
239
Baker Avenue Asset Management
California
$246K – – –
FFWA
240
FRG Family Wealth Advisors
Washington
$245K -$96.3K -1,530 -29%
ZF
241
Zhang Financial
Michigan
$243K – – –
CAS
242
Cue Advisory Services
Arizona
$243K +$239K +3,800 New
ATC
243
Argent Trust Co
Tennessee
$236K +$232K +3,686 New
CGL
244
Clarius Group LLC
Washington
$235K – – –
Mariner
245
Mariner
Kansas
$232K +$3.27K +52 +1%
AllianceBernstein
246
AllianceBernstein
Tennessee
$226K – – –
CCA
247
Cobblestone Capital Advisors
New York
$223K – – –
SIC
248
Sigma Investment Counselors
Michigan
$223K – – –
QCMC
249
Quantum Capital Management (California)
California
$222K -$17K -270 -7%
DCM
250
Donaldson Capital Management
Indiana
$222K +$12.6K +200 +6%