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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
226
Reynders McVeigh Capital Management
Massachusetts
$479K -$1.52K -22 -0.3%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$479K +$611K +8,850 +165%
Wealthspire Advisors (Maryland)
228
Wealthspire Advisors (Maryland)
Maryland
$474K -$84.6K -1,224 -15%
TWP
229
Total Wealth Planning
Ohio
$474K -$10.6K -154 -2%
GTAM
230
Global Trust Asset Management
Florida
$472K – – –
MFW
231
Meristem Family Wealth
Minnesota
$464K – – –
TD Ameritrade Investment Management
232
TD Ameritrade Investment Management
Nebraska
$461K -$4.56K -66 -1%
CWM
233
Connecticut Wealth Management
Connecticut
$460K +$471K +6,824 New
CPO
234
Cerity Partners OCIO
New York
$457K -$4.7K -68 -1%
MBT
235
Montecito Bank & Trust
California
$451K -$22.1K -320 -5%
Belpointe Asset Management
236
Belpointe Asset Management
Nevada
$450K – – –
MIC
237
Meridian Investment Counsel
California
$448K – – –
EWM
238
EPG Wealth Management
Georgia
$443K -$119K -1,724 -21%
HA
239
HYA Advisors
Missouri
$437K -$16.7K -242 -4%
HCA
240
Harbour Capital Advisors
Virginia
$432K – – –
EGWAG
241
Elwood & Goetz Wealth Advisory Group
Georgia
$430K – – –
Johnson Investment Counsel
242
Johnson Investment Counsel
Ohio
$427K – – –
Raymond James Trust
243
Raymond James Trust
Florida
$426K +$16.9K +244 +4%
FI
244
FormulaFolio Investments
Michigan
$422K +$433K +6,264 New
WP
245
WealthSource Partners
California
$420K – – –
55I LLC
246
55I LLC
Massachusetts
$420K +$208K +3,006 +93%
GAM
247
Griffin Asset Management
New York
$419K +$6.36K +92 +2%
Renaissance Technologies
248
Renaissance Technologies
New York
$418K +$428K +6,200 New
Citizens Financial Group
249
Citizens Financial Group
Rhode Island
$417K -$45.6K -660 -10%
CCA
250
Cobblestone Capital Advisors
New York
$413K – – –