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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$1.81M -$107K -838 -6%
CG
227
Caprock Group
Idaho
$1.8M +$1.77M +13,838 New
PFA
228
Pure Financial Advisors
California
$1.8M -$18.8K -147 -1%
RA
229
Rodgers & Associates
Pennsylvania
$1.79M +$26.6K +208 +2%
TPCW
230
TD Private Client Wealth
New York
$1.77M -$27.4K -214 -2%
AWA
231
Arkadios Wealth Advisors
Georgia
$1.75M -$18.2K -142 -1%
CA
232
Clearstead Advisors
Ohio
$1.74M +$101K +785 +6%
NPFS
233
Novak & Powell Financial Services
Florida
$1.74M +$976K +7,624 +131%
SFS
234
Sowell Financial Services
Arkansas
$1.72M +$180K +1,402 +12%
Bessemer Group
235
Bessemer Group
New Jersey
$1.71M
SFO
236
Stenger Family Office
Illinois
$1.71M -$7.81K -61 -0.5%
CTC
237
Corundum Trust Company
South Dakota
$1.71M
WT
238
Whittier Trust
California
$1.7M -$7.94K -62 -0.5%
BM
239
Berman McAleer
Maryland
$1.69M +$1.67M +13,024 New
SWA
240
SOA Wealth Advisors
New York
$1.67M -$112K -877 -6%
P
241
&Partners
Tennessee
$1.67M -$251K -1,959 -13%
RSF
242
Rik Saylor Financial
Ohio
$1.67M -$68.4K -534 -4%
SWM
243
Shakespeare Wealth Management
Wisconsin
$1.66M
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$1.65M -$388K -3,027 -19%
AT
245
American Trust
Kentucky
$1.65M -$1.67K -13 -0.1%
RDFA
246
Ritter Daniher Financial Advisory
Ohio
$1.6M -$120K -939 -7%
BSB
247
Bangor Savings Bank
Maine
$1.58M +$44.7K +349 +3%
VA
248
Valmark Advisers
Ohio
$1.57M -$5.51K -43 -0.4%
CPIG
249
Chicago Partners Investment Group
Illinois
$1.57M +$2.31K +18 +0.1%
VC
250
Vicus Capital
Pennsylvania
$1.56M -$9.48K -74 -0.6%