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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
251
Beirne Wealth Consulting Services
Connecticut
$1.26M -$342K -3,169 -22%
Financial Partners Group (Kansas)
252
Financial Partners Group (Kansas)
Kansas
$1.21M -$78.6K -728 -6%
EDRIA
253
Edmonds Duncan Registered Investment Advisors
Kansas
$1.19M +$84K +778 +8%
Private Ocean
254
Private Ocean
California
$1.18M -$10.7K -99 -0.9%
WealthShield Partners
255
WealthShield Partners
North Carolina
$1.18M +$1.16M +10,725 New
Cardiff Park Advisors
256
Cardiff Park Advisors
California
$1.16M +$1.3K +12 +0.1%
Belpointe Asset Management
257
Belpointe Asset Management
Nevada
$1.12M -$2.17M -20,065 -66%
Anderson Hoagland & Co
258
Anderson Hoagland & Co
Missouri
$1.11M – – –
AL
259
ACAS LLC
California
$1.1M -$24.5K -227 -2%
PCG
260
Private Capital Group
Connecticut
$1.09M – – –
IFP Advisors
261
IFP Advisors
Florida
$1.09M -$5.46M -50,619 -86%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$196K -1,820 -15%
KIC
263
Kensington Investment Counsel
California
$1.08M -$112K -1,036 -10%
BDO Wealth Advisors
264
BDO Wealth Advisors
Florida
$1.07M -$30.1K -279 -3%
FAS Wealth Partners
265
FAS Wealth Partners
Kansas
$1.05M -$15.8K -146 -2%
SFG
266
Sather Financial Group
Texas
$1.04M – – –
55I LLC
267
55I LLC
Massachusetts
$1.03M +$737K +6,828 +264%
Level Four Advisory Services
268
Level Four Advisory Services
Texas
$1.02M +$1M +9,306 New
Sierra Capital
269
Sierra Capital
Florida
$1.02M +$1M +9,272 New
Ameritas Investment Partners
270
Ameritas Investment Partners
Nebraska
$1.02M -$15.6K -145 -2%
U.S. Capital Wealth Advisors
271
U.S. Capital Wealth Advisors
Texas
$1M -$33.5K -310 -3%
KM
272
Kalos Management
Georgia
$998K -$1.63M -15,123 -61%
Citigroup
273
Citigroup
New York
$998K +$35.4K +328 +4%
IWN
274
Independent Wealth Network
Iowa
$992K +$977K +9,049 New
Savant Capital
275
Savant Capital
Illinois
$984K -$39.9K -370 -4%