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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Ironsides Asset Advisors
North Carolina
$277K
BRWA
302
B. Riley Wealth Advisors
Florida
$276K +$1.38K +18 +0.5%
APW
303
Acima Private Wealth
Virginia
$275K +$304K +3,978 New
NWS
304
Newport Wealth Strategies
California
$274K -$8.56K -112 -3%
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$268K +$70.8K +926 +31%
S
306
Surevest
California
$266K +$294K +3,852 New
IWM
307
IHT Wealth Management
Illinois
$265K -$15.1K -198 -5%
FFWA
308
FRG Family Wealth Advisors
Washington
$264K
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$264K +$293K +3,830 New
ZF
310
Zhang Financial
Michigan
$263K +$45.9K +600 +19%
UR
311
USCA RIA
Texas
$260K -$1.61M -21,026 -85%
HCIA
312
Hochman Cole Investment Advisors
Illinois
$260K
AAS
313
Avantax Advisory Services
Texas
$260K +$286K +3,744 New
CFS
314
CRA Financial Services
New Jersey
$257K +$284K +3,718 New
BS
315
Boenning & Scattergood
Pennsylvania
$254K +$153 +2 +0.1%
PL
316
Plancorp LLC
Missouri
$248K
SDWMA
317
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$66.7K +872 +32%
AB
318
Atlas Brown
Kentucky
$243K +$41.9K +548 +18%
FNT
319
First National Trust
Pennsylvania
$241K +$42.3K +554 +19%
FCFC
320
First Commonwealth Financial Corp
Pennsylvania
$240K
HTC
321
Haverford Trust Company
Pennsylvania
$237K
GEA
322
Glen Eagle Advisors
New Jersey
$233K
NFG
323
Next Financial Group
Texas
$232K +$182K +2,380 +242%
CNBT
324
Canandaigua National Bank & Trust
New York
$231K +$255K +3,334 New
SIC
325
Sigma Investment Counselors
Michigan
$228K