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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
SouthState Corp
Florida
$671K -$61.2K -778 -8%
SBH
227
Segall Bryant & Hamill
Illinois
$645K
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$643K +$523K +6,642 +472%
AC
229
Alexandria Capital
Virginia
$641K +$157 +2 +0%
TIM
230
Thompson Investment Management
Wisconsin
$641K +$34.2K +434 +6%
MA
231
MONECO Advisors
Connecticut
$634K -$92.6K -1,176 -13%
AW
232
ACG Wealth
Georgia
$633K -$863K -10,960 -58%
GAM
233
Griffin Asset Management
New York
$626K +$7.4K +94 +1%
H
234
HoyleCohen
California
$625K
CPO
235
Cerity Partners OCIO
New York
$625K +$315 +4 +0.1%
UBS AM
236
UBS AM
Illinois
$610K -$21.6K -274 -3%
W
237
WealthStone
Ohio
$607K +$597K +7,590 New
CA
238
Cetera Advisors
Colorado
$599K -$112K -1,424 -16%
APA
239
American Portfolios Advisors
New York
$591K -$67.8K -862 -10%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$584K -$1.73K -22 -0.3%
CA
241
Cambridge Advisors
Nebraska
$578K
VWM
242
Valley Wealth Managers
New Jersey
$577K -$20.8K -264 -4%
KFA
243
Kays Financial Advisory
Georgia
$576K +$106K +1,344 +23%
TNB
244
Thomasville National Bank
Georgia
$574K
LHC
245
Little House Capital
Massachusetts
$573K
RMCM
246
Reynders McVeigh Capital Management
Massachusetts
$568K
BAM
247
Belpointe Asset Management
Nevada
$563K +$200K +2,542 +57%
APW
248
Acima Private Wealth
Virginia
$562K
PCMC
249
Private Capital Management (Colorado)
Colorado
$561K
MBT
250
Montecito Bank & Trust
California
$555K -$111K -1,408 -17%