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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Stratos Wealth Advisors
Ohio
$1.92M -$70.3K -513 -3%
VW
227
Vance Wealth
California
$1.91M -$317K -2,315 -14%
WCL
228
Wealth Care LLC
Florida
$1.89M +$1.95M +14,264 New
PB
229
Pinnacle Bancorp
Nebraska
$1.87M
CA
230
Cornerstone Advisory
Maryland
$1.85M
CWM
231
C2C Wealth Management
Arizona
$1.85M +$3.83K +28 +0.2%
CT
232
Caldwell Trust
Florida
$1.84M -$20.1K -147 -1%
PFA
233
Pure Financial Advisors
California
$1.83M -$4.25K -31 -0.2%
CA
234
Clearstead Advisors
Ohio
$1.82M +$39.6K +289 +2%
QPWM
235
Quadrant Private Wealth Management
Pennsylvania
$1.82M -$589K -4,300 -24%
RA
236
Rodgers & Associates
Pennsylvania
$1.81M -$25.6K -187 -1%
CPIG
237
Chicago Partners Investment Group
Illinois
$1.8M +$89.3K +652 +5%
AT
238
American Trust
Kentucky
$1.76M -$20.4K -149 -1%
AWM
239
Accurate Wealth Management
Florida
$1.75M +$121K +886 +7%
TIM
240
Thompson Investment Management
Wisconsin
$1.75M +$104K +760 +6%
CTC
241
Corundum Trust Company
South Dakota
$1.74M
AWM
242
Apollon Wealth Management
South Carolina
$1.74M -$122K -891 -6%
CBU
243
CIBC Bancorp USA
Illinois
$1.73M +$1.78M +13,024 New
GWMR
244
GC Wealth Management RIA
Massachusetts
$1.72M
UBS AM
245
UBS AM
Illinois
$1.71M +$1.31M +9,572 +285%
NPFS
246
Novak & Powell Financial Services
Florida
$1.71M -$32.9K -240 -2%
SWM
247
Shakespeare Wealth Management
Wisconsin
$1.69M -$6.3K -46 -0.4%
HIA
248
Harbor Investment Advisory
Maryland
$1.68M
SPC
249
Sigma Planning Corp
Michigan
$1.67M -$884K -6,455 -34%
RSF
250
Rik Saylor Financial
Ohio
$1.66M -$31.4K -229 -2%