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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
276
Sather Financial Group
Texas
$952K
AHC
277
Anderson Hoagland & Co
Missouri
$950K -$86K -861 -9%
HCC
278
Hirtle Callaghan & Co
Pennsylvania
$927K
NL
279
NWAM LLC
Washington
$927K
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$925K -$688K -6,893 -43%
SHFP
281
Second Half Financial Partners
Florida
$922K +$19.7K +197 +2%
BWA
282
BDO Wealth Advisors
Florida
$916K -$4.29K -43 -0.5%
SWM
283
Spire Wealth Management
Virginia
$911K +$16.5K +165 +2%
MGIA
284
Matthew Goff Investment Advisor
Texas
$905K +$304K +3,048 +44%
CPA
285
Cardiff Park Advisors
California
$904K -$166K -1,666 -16%
ACA
286
Anchor Capital Advisors
Massachusetts
$901K +$286K +2,868 +47%
USCWA
287
U.S. Capital Wealth Advisors
Texas
$900K -$8.89K -89 -1%
SWPG
288
Strategic Wealth Partners Group
Illinois
$892K
SC
289
Savant Capital
Illinois
$890K -$14.2K -142 -2%
Citigroup
290
Citigroup
New York
$888K +$18.1K +181 +2%
PO
291
Private Ocean
California
$883K +$100 +1 +0%
HFRG
292
Houlihan Financial Resource Group
Virginia
$846K +$100 +1 +0%
VAS
293
Vestmark Advisory Solutions
Massachusetts
$843K +$273K +2,737 +49%
BCM
294
Barometer Capital Management
Ontario, Canada
$837K +$829K +8,300 New
PAG
295
Private Advisor Group
New Jersey
$824K +$33.7K +337 +0.9%
BCG
296
Breakwater Capital Group
New Jersey
$819K +$812K +8,129 New
LWA
297
LWS Wealth Advisors
New Jersey
$808K -$18.1K -181 -2%
TC
298
TAGStone Capital
North Carolina
$797K +$9.98K +100 +1%
TF
299
TIAA FSB
Florida
$795K -$11.5K -115 -1%
TSW
300
Thompson Siegel & Walmsley
Virginia
$793K +$685K +6,862 +683%