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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
Wellspring Financial Advisors
Ohio
$1.24M
PFS
252
Prospera Financial Services
Texas
$1.24M +$6.41K +60 +0.5%
WMWM
253
Whitaker-Myers Wealth Managers
Ohio
$1.22M +$175K +1,641 +16%
OC
254
Oppenheimer & Co
New York
$1.22M +$156K +1,463 +14%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.21M -$60.6K -567 -5%
Bessemer Group
256
Bessemer Group
New Jersey
$1.21M
AI
257
Atria Investments
North Carolina
$1.21M +$1.25M +11,726 New
CAL
258
Capital Analysts LLC
Pennsylvania
$1.18M -$90.8K -850 -7%
SWM
259
Shakespeare Wealth Management
Wisconsin
$1.16M -$157K -1,471 -12%
OIA
260
OneDigital Investment Advisors
Kansas
$1.16M +$47.7K +446 +4%
AFC
261
AFT Forsyth & Company
Florida
$1.14M -$2.14K -20 -0.2%
FCB
262
First Command Bank
Texas
$1.13M -$161K -1,507 -12%
FCFS
263
First Command Financial Services
Texas
$1.13M -$161K -1,507 -12%
AFG
264
Allegheny Financial Group
Pennsylvania
$1.13M +$102K +950 +9%
WP
265
WealthShield Partners
North Carolina
$1.12M +$6.52K +61 +0.6%
SQA
266
Simon Quick Advisors
New Jersey
$1.1M -$13.8K -129 -1%
WA
267
Waverly Advisors
Alabama
$1.1M -$5.98K -56 -0.5%
TPSF
268
Texas Permanent School Fund
Texas
$1.09M
AMCA
269
Arthur M. Cohen & Associates
Illinois
$1.09M -$556K -5,203 -46%
AIP
270
Ameritas Investment Partners
Nebraska
$1.09M +$35.3K +330 +3%
AL
271
ACAS LLC
California
$1.08M -$46.4K -434 -4%
GRP
272
Global Retirement Partners
California
$1.08M +$505K +4,723 +78%
BWCS
273
Beirne Wealth Consulting Services
Connecticut
$1.05M -$70.6K -661 -6%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$97.7K +914 +10%
VC
275
Vicus Capital
Pennsylvania
$1.03M -$19.1K -179 -2%