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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
251
Anderson Hoagland & Co
Missouri
$884K -$19.3K -194 -2%
AFG
252
Allegheny Financial Group
Pennsylvania
$876K +$70.9K +712 +8%
FWP
253
FAS Wealth Partners
Kansas
$866K +$1.79K +18 +0.2%
VA
254
Valmark Advisers
Ohio
$866K +$105K +1,059 +12%
SFG
255
Sather Financial Group
Texas
$850K
AIP
256
Ameritas Investment Partners
Nebraska
$841K
HCC
257
Hirtle Callaghan & Co
Pennsylvania
$828K +$916K +9,200 New
NL
258
NWAM LLC
Washington
$827K -$6.37K -64 -0.7%
BWA
259
BDO Wealth Advisors
Florida
$822K -$42.6K -428 -4%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$812K -$10.6K -106 -1%
SC
261
Savant Capital
Illinois
$808K
SWM
262
Spire Wealth Management
Virginia
$799K -$1.52M -15,258 -63%
SWPG
263
Strategic Wealth Partners Group
Illinois
$797K -$9.26K -93 -1%
PO
264
Private Ocean
California
$788K -$67.5K -678 -7%
Citigroup
265
Citigroup
New York
$776K -$17.2K -173 -2%
HFRG
266
Houlihan Financial Resource Group
Virginia
$770K +$806K +8,095 New
OC
267
Oppenheimer & Co
New York
$767K +$65.6K +659 +8%
HCM
268
HMS Capital Management
Tennessee
$755K -$98.8K -993 -11%
IA
269
IFG Advisory
Georgia
$755K +$400K +4,014 +92%
LWA
270
LWS Wealth Advisors
New Jersey
$738K -$7.67K -77 -0.9%
5L
271
55I LLC
Massachusetts
$732K -$48.7K -489 -6%
CAM
272
Cresset Asset Management
Illinois
$724K
SHFP
273
Second Half Financial Partners
Florida
$722K +$114K +1,145 +17%
TF
274
TIAA FSB
Florida
$720K +$129K +1,292 +19%
WANY
275
Wealthspire Advisors (New York)
New York
$718K +$277K +2,779 +54%