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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Mattern Capital Management
Colorado
$401K -$691 -10 -0.2%
SIA
252
Soltis Investment Advisors
Utah
$399K -$5.8K -84 -1%
PCMC
253
Private Capital Management (Colorado)
Colorado
$399K
DBRC
254
D.B. Root & Company
Pennsylvania
$397K +$33.6K +486 +9%
MWM
255
Modera Wealth Management
New Jersey
$396K -$27.6K -400 -6%
BRWA
256
B. Riley Wealth Advisors
Florida
$393K +$4.28K +62 +1%
FPGK
257
Financial Partners Group (Kansas)
Kansas
$392K +$1.24K +18 +0.3%
OWA
258
Outlook Wealth Advisors
Texas
$389K -$28.9K -418 -7%
W
259
WealthStone
Ohio
$374K +$27.6K +400 +8%
DI
260
Disciplined Investments
Oklahoma
$372K +$38.7K +560 +11%
AMCA
261
Arthur M. Cohen & Associates
Illinois
$364K -$248K -3,584 -40%
TI
262
Trexquant Investment
Connecticut
$364K +$373K +5,396 New
EVC
263
Eidelman Virant Capital
Missouri
$362K +$369K +5,346 New
CA
264
Cambridge Advisors
Nebraska
$360K
KCM
265
Kanawha Capital Management
Virginia
$358K
DBT
266
Dubuque Bank & Trust
Iowa
$351K
GL
267
Graypoint LLC
New York
$350K -$71.2K -1,030 -17%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$345K
SW
269
SkyOak Wealth
Michigan
$341K -$7.46K -108 -2%
MAFM
270
Mid Atlantic Financial Management
Pennsylvania
$339K +$304K +4,404 +101%
BHBT
271
Burke & Herbert Bank & Trust
Virginia
$338K -$12.3K -178 -3%
HW
272
Hancock Whitney
Mississippi
$336K +$20.9K +302 +6%
CA
273
Cetera Advisors
Colorado
$333K -$45K -652 -12%
A
274
AdvicePeriod
California
$333K -$8.98K -130 -3%
KC
275
Kingfisher Capital
North Carolina
$332K -$1.66K -24 -0.5%