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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oppenheimer & Co
New York
$924K +$544K +5,091 +138%
LWA
277
LWS Wealth Advisors
New Jersey
$890K -$431K -4,034 -32%
ACM
278
AlphaStar Capital Management
North Carolina
$886K +$908K +8,503 New
HA
279
Harborview Advisors
Maine
$885K -$8.44K -79 -0.9%
HA
280
HYA Advisors
Missouri
$872K +$62.3K +583 +8%
BlackRock
281
BlackRock
New York
$865K +$135K +1,263 +18%
FNBOSM
282
First National Bank of South Miami
Florida
$848K +$484K +4,534 +129%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$832K +$652K +6,100 +339%
CBN
284
Cadence Bank NA
Texas
$831K -$12.8K -120 -1%
TIM
285
Thompson Investment Management
Wisconsin
$806K -$33.9K -317 -4%
AC
286
Alexandria Capital
Virginia
$803K +$214 +2 +0%
CG
287
Colony Group
Massachusetts
$802K -$11.5K -108 -1%
APP
288
Avantax Planning Partners
Iowa
$788K -$43.4K -406 -5%
OWA
289
Outlook Wealth Advisors
Texas
$786K +$205K +1,920 +35%
VFIC
290
Valley Forge Investment Consultants
Pennsylvania
$780K +$207K +1,936 +35%
9WM
291
9258 Wealth Management
Ohio
$776K
SC
292
Savant Capital
Illinois
$771K
TCWA
293
Ten Capital Wealth Advisors
Washington
$769K -$160K -1,494 -17%
NL
294
NWAM LLC
Washington
$767K
TNB
295
Thomasville National Bank
Georgia
$755K +$382K +3,580 +100%
MWM
296
Moulton Wealth Management
Washington
$745K +$176K +1,650 +30%
MFW
297
Meristem Family Wealth
Minnesota
$725K
MIA
298
MainStreet Investment Advisors
Illinois
$722K +$732K +6,855 New
CWM
299
Connecticut Wealth Management
Connecticut
$719K +$729K +6,827 New
CPO
300
Cerity Partners OCIO
New York
$709K +$320 +3 +0%