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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
276
CT Financial Advisors
Pennsylvania
$240K +$1.52K +22 +0.7%
WCM
277
Wealthcare Capital Management
Virginia
$238K -$95.2K -1,376 -30%
BFPW
278
BOK Financial Private Wealth
Colorado
$238K – – –
KA
279
Klingman & Associates
New York
$235K – – –
Brown Advisory
280
Brown Advisory
Maryland
$224K -$55.2K -798 -21%
SIC
281
Sigma Investment Counselors
Michigan
$221K -$20.7K -300 -9%
SFWA
282
Summit Financial Wealth Advisors
Louisiana
$221K – – –
HH
283
Hilltop Holdings
Texas
$219K – – –
BAC
284
Boys Arnold & Co
North Carolina
$213K +$203K +2,932 New
DCM
285
Donaldson Capital Management
Indiana
$212K +$202K +2,920 New
LYV
286
Live Your Vision
Pennsylvania
$210K – – –
KA
287
KLCM Advisors
Wisconsin
$203K +$193K +2,792 New
SHWM
288
Smith & Howard Wealth Management
Georgia
$203K +$194K +2,800 New
WA
289
Wealth Architects
California
$203K +$194K +2,808 New
EWM
290
Endurance Wealth Management
Rhode Island
$201K +$692 +10 +0.4%
TSW
291
Thompson Siegel & Walmsley
Virginia
$198K +$216K +3,128 New
EFSCE
292
Enterprise Financial Services Corp (EFSC)
Missouri
$197K – – –
TAIM
293
TD Ameritrade Investment Management
Nebraska
$193K -$20.6K -298 -10%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$173K – – –
VNA
295
Valley National Advisers
Pennsylvania
$173K – – –
BIM
296
BlackRock Investment Management
Delaware
$168K +$160K +2,320 New
GWS
297
Glassman Wealth Services
Virginia
$166K -$13K -188 -8%
KT
298
Kanaly Trust
Texas
$147K +$140K +2,024 New
ST
299
Smithfield Trust
Pennsylvania
$136K +$11.1K +160 +9%
IWA
300
IBEX Wealth Advisors
New Jersey
$135K +$128K +1,850 New