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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
276
Donaldson Capital Management
Indiana
$226K +$7.09K +96 +3%
HH
277
Hilltop Holdings
Texas
$224K
SMG
278
Spectrum Management Group
Indiana
$221K +$220K +2,974 New
EB
279
Eastern Bank
Massachusetts
$218K -$27.3K -370 -11%
LYV
280
Live Your Vision
Pennsylvania
$217K
BlackRock
281
BlackRock
New York
$216K -$51.3K -694 -19%
SFWA
282
Summit Financial Wealth Advisors
Louisiana
$213K -$16.7K -226 -7%
B
283
Bailard
California
$212K -$4.43K -60 -2%
EWM
284
Endurance Wealth Management
Rhode Island
$209K +$3.84K +52 +2%
SHWM
285
Smith & Howard Wealth Management
Georgia
$208K
WA
286
Wealth Architects
California
$208K +$296 +4 +0.1%
AMG
287
Advisors Management Group
Wisconsin
$207K
KA
288
KLCM Advisors
Wisconsin
$207K
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$202K
BFS
290
Bradley Foster & Sargent
Connecticut
$202K +$201K +2,716 New
CIA
291
Choate Investment Advisors
Massachusetts
$201K
TAIM
292
TD Ameritrade Investment Management
Nebraska
$201K -$69.9K -946 -26%
ANTB
293
AMG National Trust Bank
Colorado
$201K
HCA
294
Heck Capital Advisors
Wisconsin
$193K +$18.3K +248 +11%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$187K -$3.34M -45,142 -95%
VNA
296
Valley National Advisers
Pennsylvania
$177K
GWS
297
Glassman Wealth Services
Virginia
$169K
OIA
298
OneDigital Investment Advisors
Kansas
$167K +$166K +2,250 New
LF
299
Lee Financial
Texas
$151K +$150K +2,032 New
FT
300
Fiduciary Trust
Massachusetts
$148K +$147K +1,994 New