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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$814K
Millennium Management
277
Millennium Management
New York
$806K +$822K +7,827 New
CF
278
Centaurus Financial
California
$804K -$188K -1,792 -19%
GRP
279
Global Retirement Partners
California
$802K -$180K -1,711 -18%
TIM
280
Thompson Investment Management
Wisconsin
$787K -$1.47K -14 -0.2%
AC
281
Alexandria Capital
Virginia
$785K
HA
282
HYA Advisors
Missouri
$782K -$88.2K -839 -10%
CG
283
Colony Group
Massachusetts
$760K -$24.8K -236 -3%
9WM
284
9258 Wealth Management
Ohio
$759K
DTC
285
Davidson Trust Company
Washington
$758K +$69K +657 +10%
SC
286
Savant Capital
Illinois
$754K
VFIC
287
Valley Forge Investment Consultants
Pennsylvania
$751K -$12.5K -119 -2%
NL
288
NWAM LLC
Washington
$750K +$105 +1 +0%
VIA
289
Vickerman Investment Advisors
Washington
$742K +$756K +7,199 New
APP
290
Avantax Planning Partners
Iowa
$741K -$30.9K -294 -4%
TNB
291
Thomasville National Bank
Georgia
$739K
CWM
292
Connecticut Wealth Management
Connecticut
$739K +$36.3K +345 +5%
SF
293
Synovus Financial
Georgia
$729K -$250K -2,380 -25%
VVP
294
Venture Visionary Partners
Ohio
$702K +$68.9K +656 +11%
OC
295
Oppenheimer & Co
New York
$697K -$210K -2,003 -23%
OWA
296
Outlook Wealth Advisors
Texas
$697K -$73.2K -697 -9%
CPO
297
Cerity Partners OCIO
New York
$697K +$3.26K +31 +0.5%
MIC
298
Meridian Investment Counsel
California
$685K
AC
299
AWM Capital
Arizona
$685K +$640K +6,090 New
MIA
300
MainStreet Investment Advisors
Illinois
$679K -$28.4K -270 -4%