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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$2.01M -$6.25K -48 -0.3%
SWA
227
Stratos Wealth Advisors
Ohio
$1.97M -$107K -821 -5%
PB
228
Pinnacle Bancorp
Nebraska
$1.86M
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$1.86M -$211K -1,619 -10%
CT
230
Caldwell Trust
Florida
$1.85M -$79.5K -611 -4%
AWM
231
Apollon Wealth Management
South Carolina
$1.84M -$125K -964 -6%
CA
232
Cornerstone Advisory
Maryland
$1.84M
CWM
233
C2C Wealth Management
Arizona
$1.84M -$3.65K -28 -0.2%
TPBG
234
Turning Point Benefit Group
Maryland
$1.83M +$410K +3,146 +29%
William Blair & Company
235
William Blair & Company
Illinois
$1.83M -$10.7K -82 -0.6%
RA
236
Rodgers & Associates
Pennsylvania
$1.82M +$8.46K +65 +0.5%
PFA
237
Pure Financial Advisors
California
$1.82M -$7.03K -54 -0.4%
FFA
238
Farther Finance Advisors
California
$1.81M +$1.62M +12,421 +936%
RDFA
239
Ritter Daniher Financial Advisory
Ohio
$1.78M +$158K +1,211 +10%
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.78M +$634K +4,867 +56%
CA
241
Clearstead Advisors
Ohio
$1.77M +$2.08K +16 +0.1%
AT
242
American Trust
Kentucky
$1.77M +$95.9K +737 +6%
QCM
243
Quantinno Capital Management
New York
$1.75M +$746K +5,728 +76%
Bessemer Group
244
Bessemer Group
New Jersey
$1.74M
CTC
245
Corundum Trust Company
South Dakota
$1.73M
NPFS
246
Novak & Powell Financial Services
Florida
$1.73M -$40.1K -308 -2%
GWMR
247
GC Wealth Management RIA
Massachusetts
$1.71M -$150K -1,156 -8%
EWA
248
EP Wealth Advisors
California
$1.69M +$1.67M +12,866 New
SWM
249
Shakespeare Wealth Management
Wisconsin
$1.69M -$2.08K -16 -0.1%
HBW
250
Hazlett, Burt & Watson
West Virginia
$1.68M +$543K +4,169 +48%