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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthShield Partners
North Carolina
$1.03M +$14.6K +143 +1%
WA
252
Waverly Advisors
Alabama
$1.02M -$113K -1,110 -9%
AL
253
ACAS LLC
California
$1.02M -$17K -167 -2%
KM
254
Kalos Management
Georgia
$1.01M +$55.8K +547 +6%
MWM
255
Meridian Wealth Management
Kentucky
$1M +$603K +5,914 +125%
CPA
256
Cardiff Park Advisors
California
$1M +$2.04K +20 +0.2%
AHC
257
Anderson Hoagland & Co
Missouri
$963K -$8.77K -86 -0.9%
EDRIA
258
Edmonds Duncan Registered Investment Advisors
Kansas
$957K -$72.9K -715 -7%
WAM
259
Weinberger Asset Management
California
$942K +$637K +6,241 +167%
BAM
260
Belpointe Asset Management
Nevada
$940K -$26.4K -259 -3%
NI
261
Nuance Investments
Missouri
$914K +$987K +9,680 New
FWP
262
FAS Wealth Partners
Kansas
$906K +$3.77K +37 +0.4%
BWA
263
BDO Wealth Advisors
Florida
$902K -$17.6K -173 -2%
SFG
264
Sather Financial Group
Texas
$891K
PO
265
Private Ocean
California
$890K -$138K -1,356 -13%
HCM
266
HMS Capital Management
Tennessee
$886K +$58.7K +576 +7%
AIP
267
Ameritas Investment Partners
Nebraska
$882K +$8.16K +80 +0.9%
NL
268
NWAM LLC
Washington
$876K +$188K +1,844 +25%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$862K
MGIA
270
Matthew Goff Investment Advisor
Texas
$861K +$326K +3,199 +46%
AFG
271
Allegheny Financial Group
Pennsylvania
$852K +$450K +4,408 +95%
SC
272
Savant Capital
Illinois
$847K +$510 +5 +0.1%
SWPG
273
Strategic Wealth Partners Group
Illinois
$844K +$173K +1,699 +23%
Citigroup
274
Citigroup
New York
$830K -$30.9K -303 -3%
DL
275
DOHJ LLC
Washington
$825K +$134K +1,318 +18%