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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
251
Geneva Advisors
Illinois
$288K
Jane Street
252
Jane Street
New York
$287K -$5.58M -75,572 -95%
FFWA
253
FRG Family Wealth Advisors
Washington
$284K -$20.2K -274 -7%
ZF
254
Zhang Financial
Michigan
$281K
PL
255
Plancorp LLC
Missouri
$281K +$280K +3,790 New
CPIG
256
Chicago Partners Investment Group
Illinois
$280K +$282K +3,810 New
CBU
257
CIBC Bank USA
Illinois
$279K
HCIA
258
Hochman Cole Investment Advisors
Illinois
$279K
FNBOO
259
First National Bank of Omaha
Nebraska
$279K +$21.9K +296 +9%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$279K
CWM
261
Cornerstone Wealth Management
Missouri
$273K
HSBC Holdings
262
HSBC Holdings
United Kingdom
$271K +$18.8K +254 +7%
SCM
263
SOL Capital Management
Maryland
$261K +$57.6K +780 +29%
SC
264
SouthState Corp
Florida
$255K -$85.9K -1,162 -25%
HIMC
265
Heritage Investors Management Corp
Maryland
$255K -$29.6K -400 -10%
LFAS
266
Level Four Advisory Services
Texas
$255K
FNBTCON
267
First National Bank & Trust Co of Newtown
Pennsylvania
$252K -$25.1K -340 -9%
QCMC
268
Quantum Capital Management (California)
California
$252K -$3.99K -54 -2%
CGL
269
Clarius Group LLC
Washington
$246K
PG
270
Patten Group
Tennessee
$246K +$138K +1,864 +131%
SBH
271
Segall Bryant & Hamill
Illinois
$245K
CCB
272
Cutter & Co Brokerage
Missouri
$243K -$232K -3,142 -49%
KA
273
Klingman & Associates
New York
$240K
SDWMA
274
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K -$531K -7,184 -69%
WCM
275
Wealthcare Capital Management
Virginia
$230K