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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$982K -$34K -315 -3%
HCM
277
HMS Capital Management
Tennessee
$966K -$409K -3,794 -30%
APP
278
Avantax Planning Partners
Iowa
$936K -$112K -1,040 -11%
Millennium Management
279
Millennium Management
New York
$923K +$908K +8,415 New
AWM
280
Apollon Wealth Management
South Carolina
$915K -$10K -93 -1%
OIA
281
OneDigital Investment Advisors
Kansas
$912K +$7.77K +72 +0.9%
LWA
282
LWS Wealth Advisors
New Jersey
$911K -$24.5K -227 -3%
9WM
283
9258 Wealth Management
Ohio
$886K +$5.29K +49 +0.6%
WT
284
Whittier Trust
California
$867K
SI
285
Saxon Interests
Texas
$861K +$309K +2,863 +57%
RCG
286
Resource Consulting Group
Florida
$854K
TC
287
TAGStone Capital
North Carolina
$852K +$3.02K +28 +0.4%
BlackRock
288
BlackRock
New York
$840K -$2.55M -23,629 -76%
MFW
289
Meristem Family Wealth
Minnesota
$833K -$36.9K -342 -4%
JIC
290
Johnson Investment Counsel
Ohio
$831K +$138K +1,275 +20%
TIM
291
Thompson Investment Management
Wisconsin
$828K -$3.35K -31 -0.4%
WI
292
Wintrust Investments
Illinois
$825K +$812K +7,524 New
BBNA
293
Bremer Bank National Association
Minnesota
$821K +$292K +2,707 +57%
DL
294
DOHJ LLC
Washington
$814K +$801K +7,425 New
NL
295
NWAM LLC
Washington
$813K +$1.73K +16 +0.2%
PPW
296
Pinnacle Private Wealth
Massachusetts
$811K +$798K +7,397 New
FHA
297
First Horizon Advisors
Tennessee
$805K -$812K -7,525 -51%
VFIC
298
Valley Forge Investment Consultants
Pennsylvania
$804K +$2.27K +21 +0.3%
OC
299
Oppenheimer & Co
New York
$796K +$122K +1,132 +18%
SWPG
300
Strategic Wealth Partners Group
Illinois
$794K -$360K -3,334 -32%