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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
276
Keel Point
Alabama
$429K -$25.4K -320 -6%
GVAG
277
Great Valley Advisor Group
Delaware
$425K
OIA
278
OneDigital Investment Advisors
Kansas
$425K +$281K +3,540 +198%
BAAM
279
Baker Avenue Asset Management
California
$413K
BRWA
280
B. Riley Wealth Advisors
Florida
$408K +$104K +1,308 +34%
BHBT
281
Burke & Herbert Bank & Trust
Virginia
$403K -$8.41K -106 -2%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$398K +$26.3K +332 +7%
CA
283
Clearstead Advisors
Ohio
$395K +$1.11K +14 +0.3%
CBB
284
Citizens Business Bank
California
$387K -$41.3K -520 -10%
BJL
285
Brighton Jones LLC
Washington
$378K -$110K -1,392 -23%
CCA
286
Cobblestone Capital Advisors
New York
$373K
FNBOO
287
First National Bank of Omaha
Nebraska
$373K +$64.7K +816 +21%
GWA
288
Guidant Wealth Advisors
Illinois
$372K +$952 +12 +0.3%
APSP
289
Asset Planning Services (Pennsylvania)
Pennsylvania
$370K
CRC
290
Curi RMB Capital
Illinois
$368K
MMHP
291
Murphy Middleton Hinkle & Parker
Georgia
$368K +$793 +10 +0.2%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$365K -$3.97K -50 -1%
BlackRock
293
BlackRock
New York
$361K +$216K +2,720 +151%
BAM
294
Belpointe Asset Management
Nevada
$359K +$357K +4,496 New
KIA
295
KCM Investment Advisors
California
$356K -$190K -2,400 -35%
DBT
296
Dubuque Bank & Trust
Iowa
$353K +$307K +3,870 +699%
PA
297
Parallel Advisors
California
$351K
AB
298
Atlas Brown
Kentucky
$350K +$3.02K +38 +0.9%
MG
299
Mather Group
Illinois
$349K -$1.43K -18 -0.4%
WCM
300
Wealthcare Capital Management
Virginia
$349K +$15.2K +192 +5%