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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
276
Wealthcare Capital Management
Virginia
$238K -$95.2K -1,376 -30%
BFPW
277
BOK Financial Private Wealth
Colorado
$238K
KA
278
Klingman & Associates
New York
$235K
Brown Advisory
279
Brown Advisory
Maryland
$224K -$55.2K -798 -21%
SIC
280
Sigma Investment Counselors
Michigan
$221K -$20.7K -300 -9%
SFWA
281
Summit Financial Wealth Advisors
Louisiana
$221K
HH
282
Hilltop Holdings
Texas
$219K
BAC
283
Boys Arnold & Co
North Carolina
$213K +$203K +2,932 New
DCM
284
Donaldson Capital Management
Indiana
$212K +$202K +2,920 New
LYV
285
Live Your Vision
Pennsylvania
$210K
KA
286
KLCM Advisors
Wisconsin
$203K +$193K +2,792 New
SHWM
287
Smith & Howard Wealth Management
Georgia
$203K +$194K +2,800 New
WA
288
Wealth Architects
California
$203K +$194K +2,808 New
EWM
289
Endurance Wealth Management
Rhode Island
$201K +$692 +10 +0.4%
TSW
290
Thompson Siegel & Walmsley
Virginia
$198K +$216K +3,128 New
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$197K
TAIM
292
TD Ameritrade Investment Management
Nebraska
$193K -$20.6K -298 -10%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$173K
VNA
294
Valley National Advisers
Pennsylvania
$173K
BIM
295
BlackRock Investment Management
Delaware
$168K +$160K +2,320 New
GWS
296
Glassman Wealth Services
Virginia
$166K -$13K -188 -8%
KT
297
Kanaly Trust
Texas
$147K +$140K +2,024 New
ST
298
Smithfield Trust
Pennsylvania
$136K +$11.1K +160 +9%
IWA
299
IBEX Wealth Advisors
New Jersey
$135K +$128K +1,850 New
BlackRock
300
BlackRock
New York
$134K +$96.7K +1,398 +313%