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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
SOA Wealth Advisors
New York
$1.7M -$231K -1,965 -12%
AWA
227
Arkadios Wealth Advisors
Georgia
$1.69M +$880K +7,477 +121%
RA
228
Rodgers & Associates
Pennsylvania
$1.68M -$21.4K -182 -1%
RSF
229
Rik Saylor Financial
Ohio
$1.66M -$51.1K -434 -3%
SFO
230
Stenger Family Office
Illinois
$1.65M +$1.54M +13,128 New
RDFA
231
Ritter Daniher Financial Advisory
Ohio
$1.64M +$47.3K +402 +3%
Bessemer Group
232
Bessemer Group
New Jersey
$1.63M
CTC
233
Corundum Trust Company
South Dakota
$1.63M
AllianceBernstein
234
AllianceBernstein
Tennessee
$1.62M +$379K +3,223 +33%
WT
235
Whittier Trust
California
$1.61M -$6.82K -58 -0.4%
PFS
236
Prospera Financial Services
Texas
$1.59M -$5.44M -46,274 -78%
SWM
237
Shakespeare Wealth Management
Wisconsin
$1.59M -$706 -6 -0%
WMWM
238
Whitaker-Myers Wealth Managers
Ohio
$1.58M +$199K +1,690 +15%
AWM
239
AE Wealth Management
Kansas
$1.58M -$4.09M -34,766 -73%
EWA
240
EP Wealth Advisors
California
$1.58M +$36K +306 +2%
AT
241
American Trust
Kentucky
$1.57M +$451K +3,836 +43%
CA
242
Clearstead Advisors
Ohio
$1.57M -$284K -2,410 -16%
MCC
243
Money Concepts Capital
Florida
$1.56M -$244K -2,077 -14%
CPIG
244
Chicago Partners Investment Group
Illinois
$1.56M +$2.12K +18 +0.1%
AWM
245
Accurate Wealth Management
Florida
$1.52M +$1.4M +11,858 New
VA
246
Valmark Advisers
Ohio
$1.5M -$10.9K -93 -0.8%
VC
247
Vicus Capital
Pennsylvania
$1.5M +$43.1K +366 +3%
PFM
248
Phillips Financial Management
Indiana
$1.47M -$52K -442 -4%
First Trust Advisors
249
First Trust Advisors
Illinois
$1.46M +$58.1K +494 +4%
SFS
250
Sowell Financial Services
Arkansas
$1.46M +$159K +1,350 +13%