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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Nations Financial Group
Iowa
$495K +$1.41K +18 +0.3%
CPO
227
Cerity Partners OCIO
New York
$486K +$624 +8 +0.1%
RPG
228
Risk Paradigm Group
Texas
$480K -$19K -244 -4%
EAM
229
Evanson Asset Management
California
$458K
JIC
230
Johnson Investment Counsel
Ohio
$457K -$19.5K -250 -4%
KCM
231
Kanawha Capital Management
Virginia
$456K +$11.7K +150 +3%
APA
232
American Portfolios Advisors
New York
$451K +$440K +5,636 New
AllianceBernstein
233
AllianceBernstein
Tennessee
$439K
CWM
234
Cornerstone Wealth Management
Missouri
$425K +$74.8K +958 +23%
Brown Advisory
235
Brown Advisory
Maryland
$425K +$415K +5,314 New
SC
236
SouthState Corp
Florida
$423K +$19.5K +250 +5%
HJA
237
Hugh Johnson Advisors
New York
$415K
MI
238
Moneywise Inc
Virginia
$412K +$32.5K +416 +9%
BL
239
Balentine LLC
Georgia
$409K
CA
240
Clearstead Advisors
Ohio
$390K +$937 +12 +0.2%
VFA
241
Voya Financial Advisors
Connecticut
$381K -$14.2K -182 -4%
FMBTD
242
First Midwest Bank Trust Division
Illinois
$381K
BHBT
243
Burke & Herbert Bank & Trust
Virginia
$370K -$33.2K -426 -8%
TA
244
Townsend & Associates
Colorado
$370K +$361K +4,624 New
APSP
245
Asset Planning Services (Pennsylvania)
Pennsylvania
$369K -$5.31K -68 -1%
CIA
246
Capital Investment Advisors
Georgia
$363K
SAM
247
Summit Asset Management
Tennessee
$358K
BRWA
248
B. Riley Wealth Advisors
Florida
$357K -$6.56K -84 -2%
M
249
MOTCO
Texas
$349K -$24.2K -310 -7%
AWA
250
Arete Wealth Advisors
Illinois
$345K -$81.6K -1,046 -20%