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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
5L
276
55I LLC
Massachusetts
$815K -$80K -784 -8%
VA
277
Valmark Advisers
Ohio
$808K +$376K +3,691 +76%
IWN
278
Independent Wealth Network
Iowa
$786K -$74.2K -728 -8%
BlackRock
279
BlackRock
New York
$782K +$63.6K +624 +8%
LWA
280
LWS Wealth Advisors
New Jersey
$781K -$4.08K -40 -0.5%
APP
281
Avantax Planning Partners
Iowa
$768K -$41.1K -403 -5%
AWM
282
Apollon Wealth Management
South Carolina
$768K -$21.3K -209 -3%
9WM
283
9258 Wealth Management
Ohio
$763K
CAM
284
Cresset Asset Management
Illinois
$758K +$820K +8,037 New
WT
285
Whittier Trust
California
$747K
SI
286
Saxon Interests
Texas
$743K +$1.73K +17 +0.2%
OC
287
Oppenheimer & Co
New York
$742K +$61.1K +599 +8%
TC
288
TAGStone Capital
North Carolina
$737K +$3.16K +31 +0.4%
SI
289
Stephens Inc
Arkansas
$728K -$3.8M -37,239 -83%
TIM
290
Thompson Investment Management
Wisconsin
$710K -$3.88K -38 -0.5%
SHFP
291
Second Half Financial Partners
Florida
$700K
PPW
292
Pinnacle Private Wealth
Massachusetts
$699K +$918 +9 +0.1%
VFIC
293
Valley Forge Investment Consultants
Pennsylvania
$694K +$2.14K +21 +0.3%
CWM
294
Connecticut Wealth Management
Connecticut
$680K +$37.6K +369 +5%
BBNA
295
Bremer Bank National Association
Minnesota
$674K -$36.2K -355 -5%
TNB
296
Thomasville National Bank
Georgia
$674K -$3.26K -32 -0.4%
CG
297
Colony Group
Massachusetts
$663K
VVP
298
Venture Visionary Partners
Ohio
$659K +$36K +353 +5%
DTC
299
Davidson Trust Company
Washington
$655K +$6.22K +61 +0.9%
PWP
300
Perfromance Wealth Partners
Illinois
$651K