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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
276
TIAA Trust, National Association
North Carolina
$899K +$952K +8,911 New
SWPG
277
Strategic Wealth Partners Group
Illinois
$899K
PO
278
Private Ocean
California
$884K
ASN
279
Advisory Services Network
Georgia
$883K -$698K -6,529 -43%
USCWA
280
U.S. Capital Wealth Advisors
Texas
$882K -$34.6K -324 -4%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$879K
APP
282
Avantax Planning Partners
Iowa
$865K +$1.39K +13 +0.2%
SS
283
Sunbelt Securities
Texas
$863K +$16.5K +154 +2%
KFP
284
KMG Fiduciary Partners
Ohio
$839K
SC
285
Savant Capital
Illinois
$811K -$101K -944 -11%
TC
286
TAGStone Capital
North Carolina
$808K
SAM
287
Sawgrass Asset Management
Florida
$807K +$855K +8,000 New
HFRG
288
Houlihan Financial Resource Group
Virginia
$782K +$850K +7,950 New
HCC
289
Hirtle Callaghan & Co
Pennsylvania
$777K -$1.09M -10,151 -57%
WAM
290
Weinberger Asset Management
California
$775K +$19.2K +180 +2%
PFA
291
Pinnacle Family Advisors
Missouri
$772K -$49.7K -465 -6%
CG
292
Colony Group
Massachusetts
$770K
VVP
293
Venture Visionary Partners
Ohio
$768K -$21.1K -197 -3%
AWM
294
Apollon Wealth Management
South Carolina
$767K
TIM
295
Thompson Investment Management
Wisconsin
$767K -$5.67K -53 -0.7%
FCBT
296
First Citizens Bank & Trust
North Carolina
$763K -$112K -1,046 -12%
MIA
297
MainStreet Investment Advisors
Illinois
$747K
YIH
298
Y-Intercept (HK)
Hong Kong
$742K +$786K +7,351 New
LWA
299
LWS Wealth Advisors
New Jersey
$717K -$19.2K -180 -2%
HBW
300
Hazlett, Burt & Watson
West Virginia
$716K +$37.8K +354 +5%