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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$462K -$2.46M -31,319 -85%
CA
277
Cambridge Advisors
Nebraska
$461K
WP
278
WealthSource Partners
California
$456K -$74.9K -955 -15%
W
279
WealthStone
Ohio
$453K -$23.8K -303 -5%
WTB
280
Washington Trust Bank
Washington
$446K +$63.9K +814 +19%
DTC
281
Davidson Trust Company
Washington
$445K +$76.5K +975 +23%
RA
282
Rodgers & Associates
Pennsylvania
$445K +$404K +5,151 New
KM
283
Kalos Management
Georgia
$436K +$397K +5,063 New
SW
284
SkyOak Wealth
Michigan
$433K -$2.75K -35 -0.7%
Cerity Partners
285
Cerity Partners
New York
$430K +$7.37K +94 +2%
NEWAS
286
N.E.W. Advisory Services
Wisconsin
$430K +$391K +4,982 New
HW
287
Hancock Whitney
Mississippi
$429K
RSWM
288
Robertson Stephens Wealth Management
California
$429K +$390K +4,977 New
KC
289
Kingfisher Capital
North Carolina
$426K +$706 +9 +0.2%
GAM
290
Griffin Asset Management
New York
$416K -$109K -1,390 -22%
BHBT
291
Burke & Herbert Bank & Trust
Virginia
$416K -$14.8K -189 -4%
A
292
AdvicePeriod
California
$412K -$12.9K -165 -3%
PA
293
PFG Advisors
Arizona
$387K +$1.8K +23 +0.5%
GL
294
Graypoint LLC
New York
$386K -$56.6K -722 -14%
SC
295
SouthState Corp
Florida
$386K -$26.4K -336 -7%
FLPIM
296
F.L. Putnam Investment Management
Massachusetts
$383K -$2.04K -26 -0.6%
FWM
297
Frontier Wealth Management
Missouri
$382K -$15.2K -194 -4%
CA
298
Clearstead Advisors
Ohio
$379K -$7.84K -100 -2%
LA
299
LexAurum Advisors
Kansas
$377K +$863 +11 +0.3%
CA
300
Cetera Advisors
Colorado
$375K -$46.4K -592 -12%