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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$459K -$4.96K -62 -1%
AllianceBernstein
227
AllianceBernstein
Tennessee
$451K -$4K -50 -0.9%
SFG
228
SNS Financial Group
Minnesota
$448K -$738K -9,232 -63%
TIM
229
Thompson Investment Management
Wisconsin
$443K +$13.9K +174 +3%
BSW
230
Buckingham Strategic Wealth
Missouri
$435K – – –
BHBT
231
Burke & Herbert Bank & Trust
Virginia
$430K +$53.6K +670 +14%
FMBTD
232
First Midwest Bank Trust Division
Illinois
$426K +$96K +1,200 +30%
MWM
233
Meridian Wealth Management
Kentucky
$421K +$416K +5,202 New
EB
234
Eastern Bank
Massachusetts
$416K – – –
AWA
235
Arete Wealth Advisors
Illinois
$407K +$22.4K +280 +6%
CA
236
Clearstead Advisors
Ohio
$396K – – –
VFA
237
Voya Financial Advisors
Connecticut
$386K +$12K +150 +3%
AP
238
Appleton Partners
Massachusetts
$375K – – –
APSP
239
Asset Planning Services (Pennsylvania)
Pennsylvania
$374K – – –
CAS
240
Cue Advisory Services
Arizona
$374K +$370K +4,620 New
MMHP
241
Murphy Middleton Hinkle & Parker
Georgia
$370K +$20.8K +260 +6%
NFG
242
Next Financial Group
Texas
$366K -$306K -3,826 -46%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$366K -$171K -2,140 -32%
SAM
244
Summit Asset Management
Tennessee
$360K – – –
AIM
245
Advantage Investment Management
Iowa
$359K -$111K -1,390 -24%
FNBTCON
246
First National Bank & Trust Co of Newtown
Pennsylvania
$348K – – –
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$347K +$68.5K +856 +25%
MI
248
Moneywise Inc
Virginia
$335K -$20K -250 -6%
CG
249
Corundum Group
Colorado
$332K – – –
CRC
250
Curi RMB Capital
Illinois
$332K +$4K +50 +1%