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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$345K
AP
302
Appleton Partners
Massachusetts
$341K
LA
303
LexAurum Advisors
Kansas
$341K +$10.8K +136 +3%
AWA
304
Arete Wealth Advisors
Illinois
$332K -$11.3K -142 -3%
CG
305
Corundum Group
Colorado
$327K
MI
306
Moneywise Inc
Virginia
$326K -$24.1K -304 -7%
BIM
307
Bridges Investment Management
Nebraska
$324K +$323K +4,070 New
JIR
308
James Investment Research
Ohio
$323K
VFA
309
Voya Financial Advisors
Connecticut
$320K +$25.2K +318 +9%
IAA
310
Ironsides Asset Advisors
North Carolina
$319K
MWM
311
Meridian Wealth Management
Kentucky
$318K +$1.11K +14 +0.4%
AAP
312
Arax Advisory Partners
Colorado
$317K +$316K +3,980 New
PWM
313
Perigon Wealth Management
California
$316K +$314K +3,958 New
CIA
314
Capital Investment Advisors
Georgia
$315K -$21.6K -272 -6%
FNBTCON
315
First National Bank & Trust Co of Newtown
Pennsylvania
$307K
FFWA
316
FRG Family Wealth Advisors
Washington
$305K
HCIA
317
Hochman Cole Investment Advisors
Illinois
$300K
LFAS
318
Level Four Advisory Services
Texas
$299K -$12.9K -162 -4%
NWS
319
Newport Wealth Strategies
California
$299K
FTIOP
320
Fiduciary Trust International of Pennsylvania
Pennsylvania
$297K +$296K +3,730 New
MIM
321
Moseley Investment Management
Florida
$295K
GEA
322
Glen Eagle Advisors
New Jersey
$292K +$8.09K +102 +3%
SDWMA
323
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$3.65K -46 -1%
CFS
324
CRA Financial Services
New Jersey
$287K -$3.17K -40 -1%
ANTB
325
AMG National Trust Bank
Colorado
$287K +$47.6K +600 +20%