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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
251
Harbour Capital Advisors
Virginia
$443K +$490K +6,410 New
DBRC
252
D.B. Root & Company
Pennsylvania
$442K -$195K -2,548 -29%
RG
253
Rikoon Group
New Mexico
$442K +$2.45K +32 +0.5%
JHCP
254
Jackson Hole Capital Partners
Oklahoma
$440K +$486K +6,362 New
BAAM
255
Baker Avenue Asset Management
California
$436K -$6.88K -90 -1%
TWP
256
Total Wealth Planning
Ohio
$430K +$476K +6,224 New
MIC
257
Meridian Investment Counsel
California
$429K
BJL
258
Brighton Jones LLC
Washington
$423K +$2.14K +28 +0.5%
Brown Advisory
259
Brown Advisory
Maryland
$421K
MWM
260
Modera Wealth Management
New Jersey
$421K
KCM
261
Kanawha Capital Management
Virginia
$412K
H
262
HoyleCohen
California
$412K +$455K +5,958 New
LWANC
263
Laurel Wealth Advisors (North Carolina)
North Carolina
$404K +$446K +5,838 New
JIC
264
Johnson Investment Counsel
Ohio
$395K
KP
265
Keel Point
Alabama
$395K
TIM
266
Thompson Investment Management
Wisconsin
$392K +$12.7K +166 +3%
APA
267
American Portfolios Advisors
New York
$388K -$85.9K -1,124 -17%
CBB
268
Citizens Business Bank
California
$381K -$131K -1,718 -24%
MSAM
269
Moloney Securities Asset Management
Missouri
$367K +$23.4K +306 +6%
BHBT
270
Burke & Herbert Bank & Trust
Virginia
$358K
EB
271
Eastern Bank
Massachusetts
$355K
OC
272
Oppenheimer & Co
New York
$352K +$390K +5,096 New
CWM
273
Cornerstone Wealth Management
Missouri
$346K +$380K +4,972 New
CA
274
Clearstead Advisors
Ohio
$341K +$2.14K +28 +0.6%
MG
275
Mather Group
Illinois
$341K +$20K +262 +6%