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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
251
Ameritas Investment Company
Nebraska
$390K -$361K -4,806 -40%
RMCM
252
Reynders McVeigh Capital Management
Massachusetts
$390K
PCMC
253
Private Capital Management (Colorado)
Colorado
$385K
GTAM
254
Global Trust Asset Management
Florida
$383K
HA
255
HYA Advisors
Missouri
$382K +$78K +1,038 +18%
MFW
256
Meristem Family Wealth
Minnesota
$378K
HCA
257
Heck Capital Advisors
Wisconsin
$377K -$390K -5,188 -43%
LHC
258
Little House Capital
Massachusetts
$377K
CPO
259
Cerity Partners OCIO
New York
$376K -$98K -1,304 -16%
MIC
260
Meridian Investment Counsel
California
$365K
BSW
261
Buckingham Strategic Wealth
Missouri
$365K +$27.7K +368 +6%
BAM
262
Belpointe Asset Management
Nevada
$364K -$528K -7,030 -51%
GL
263
Graypoint LLC
New York
$357K +$490K +6,522 New
CCA
264
Cobblestone Capital Advisors
New York
$356K +$104K +1,380 +27%
AAS
265
Avantax Advisory Services
Texas
$355K -$148K -1,970 -23%
JHCP
266
Jackson Hole Capital Partners
Oklahoma
$355K
RG
267
Rikoon Group
New Mexico
$354K
OWA
268
Outlook Wealth Advisors
Texas
$354K +$133K +1,772 +38%
HCA
269
Harbour Capital Advisors
Virginia
$352K
JIC
270
Johnson Investment Counsel
Ohio
$348K
FPGK
271
Financial Partners Group (Kansas)
Kansas
$345K -$667K -8,870 -57%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$345K
SC
273
SouthState Corp
Florida
$339K -$153K -2,036 -25%
NI
274
Nuance Investments
Missouri
$338K +$462K +6,152 New
BW
275
Bison Wealth
Georgia
$324K +$12.3K +164 +3%