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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
301
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K
PWA
302
Peterson Wealth Advisors
Utah
$217K -$25.1K -314 -11%
DCM
303
Donaldson Capital Management
Indiana
$214K
WS
304
Wedbush Securities
California
$214K
BF
305
Blankinship & Foster
California
$211K
AF
306
Alerus Financial
North Dakota
$209K +$207K +2,584 New
Comerica Bank
307
Comerica Bank
Texas
$207K +$202K +2,522 New
CAM
308
Concorde Asset Management
Michigan
$207K +$204K +2,554 New
NCM
309
Narwhal Capital Management
Georgia
$203K +$200K +2,500 New
A
310
AdvicePeriod
California
$201K +$198K +2,480 New
VNA
311
Valley National Advisers
Pennsylvania
$195K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$194K +$1.12K +14 +0.6%
CAC
313
Certified Advisory Corp
Florida
$184K
FRA
314
Front Row Advisors
California
$183K
SWP
315
Strategic Wealth Partners
Ohio
$182K -$31.7K -396 -36%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$179K +$9.92K +124 +6%
LF
317
Lee Financial
Texas
$178K +$13.4K +168 +8%
RWP
318
RWA Wealth Partners
Massachusetts
$178K +$39.5K +494 +29%
SWM
319
SeaCrest Wealth Management
New York
$173K
DWM
320
Destination Wealth Management
California
$157K +$12.2K +152 +9%
ST
321
Smithfield Trust
Pennsylvania
$138K
AWA
322
Acorn Wealth Advisors
Michigan
$133K
GWS
323
Glassman Wealth Services
Virginia
$132K
FIB
324
First Interstate Bank
Montana
$118K
CDIA
325
Capital Directions Investment Advisors
Georgia
$112K -$3.04K -38 -3%