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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
276
Bank of Stockton
California
$419K +$414K +5,348 New
GVAG
277
Great Valley Advisor Group
Delaware
$418K +$413K +5,332 New
BAAM
278
Baker Avenue Asset Management
California
$407K -$86.4K -1,116 -18%
BHBT
279
Burke & Herbert Bank & Trust
Virginia
$405K -$774 -10 -0.2%
FA
280
FDx Advisors
Illinois
$392K +$387K +4,996 New
CA
281
Clearstead Advisors
Ohio
$387K +$929 +12 +0.2%
KFA
282
Kays Financial Advisory
Georgia
$373K -$538K -6,946 -59%
CCA
283
Cobblestone Capital Advisors
New York
$367K
GWA
284
Guidant Wealth Advisors
Illinois
$366K +$361K +4,660 New
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$365K +$25.6K +330 +8%
APSP
286
Asset Planning Services (Pennsylvania)
Pennsylvania
$364K +$465 +6 +0.1%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$363K -$9.45K -122 -3%
CRC
288
Curi RMB Capital
Illinois
$362K
MMHP
289
Murphy Middleton Hinkle & Parker
Georgia
$361K +$619 +8 +0.2%
DIA
290
Dana Investment Advisors
Wisconsin
$357K
MG
291
Mather Group
Illinois
$345K -$40.7K -526 -11%
PA
292
Parallel Advisors
California
$345K -$10.1K -130 -3%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$345K +$169K +2,178 +50%
FMBTD
294
First Midwest Bank Trust Division
Illinois
$343K
AB
295
Atlas Brown
Kentucky
$342K +$65K +840 +24%
MI
296
Moneywise Inc
Virginia
$339K +$25.7K +332 +8%
AWA
297
Arete Wealth Advisors
Illinois
$338K -$17K -220 -5%
VWM
298
Valley Wealth Managers
New Jersey
$338K +$334K +4,308 New
AP
299
Appleton Partners
Massachusetts
$336K -$13.2K -170 -4%
SEI Investments
300
SEI Investments
Pennsylvania
$333K -$15K -194 -4%