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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$1.85M +$1.52M +12,168 +375%
IFG
227
Independent Financial Group
California
$1.84M -$472K -3,767 -20%
CT
228
Caldwell Trust
Florida
$1.83M -$29.8K -238 -2%
CA
229
Clearstead Advisors
Ohio
$1.81M +$1.75K +14 +0.1%
PPW
230
Presilium Private Wealth
Pennsylvania
$1.79M -$495K -3,957 -21%
FCBT
231
First Citizens Bank & Trust
North Carolina
$1.77M +$255K +2,036 +16%
JIC
232
Johnson Investment Counsel
Ohio
$1.77M -$10K -80 -0.5%
MCC
233
Money Concepts Capital
Florida
$1.76M +$1.84M +14,692 New
HIS
234
Harvest Investment Services
Illinois
$1.76M +$1.84M +14,658 New
MWM
235
Modern Wealth Management
Kansas
$1.73M +$1.81M +14,482 New
CWM
236
C2C Wealth Management
Arizona
$1.68M -$3.51K -28 -0.2%
PPC
237
Park Place Capital
Alabama
$1.68M -$107K -854 -6%
TIAAOA
238
Teachers Insurance & Annuity Association of America
New York
$1.68M
CG
239
Caprock Group
Idaho
$1.66M +$1.73M +13,838 New
RSF
240
Rik Saylor Financial
Ohio
$1.66M +$19.5K +156 +1%
PFG
241
Pacific Financial Group
Washington
$1.65M -$32.6K -260 -2%
RA
242
Rodgers & Associates
Pennsylvania
$1.65M +$16.2K +129 +0.9%
P
243
&Partners
Tennessee
$1.64M +$903K +7,208 +110%
CA
244
Cornerstone Advisory
Maryland
$1.62M
IWB
245
Innovative Wealth Building
Maryland
$1.58M -$68K -543 -4%
Bessemer Group
246
Bessemer Group
New Jersey
$1.58M +$184K +1,470 +13%
CTC
247
Corundum Trust Company
South Dakota
$1.58M
NPFS
248
Novak & Powell Financial Services
Florida
$1.58M -$196K -1,564 -11%
UB
249
Umpqua Bank
Oregon
$1.57M -$107K -858 -6%
WT
250
Whittier Trust
California
$1.56M