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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
301
Beacon Pointe Wealth Advisors
California
$352K +$137K +1,740 +66%
WCM
302
Wealthcare Capital Management
Virginia
$350K
HR
303
Hayden Royal
North Carolina
$350K +$345K +4,382 New
MG
304
Mather Group
Illinois
$347K -$2.99K -38 -0.9%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$345K
CA
306
Clearstead Advisors
Ohio
$344K -$50.8K -646 -13%
AP
307
Appleton Partners
Massachusetts
$342K
LA
308
LexAurum Advisors
Kansas
$342K
BJL
309
Brighton Jones LLC
Washington
$341K -$37.9K -482 -10%
CG
310
Corundum Group
Colorado
$328K
MI
311
Moneywise Inc
Virginia
$328K +$1.26K +16 +0.4%
BIM
312
Bridges Investment Management
Nebraska
$325K
JIR
313
James Investment Research
Ohio
$324K
IAA
314
Ironsides Asset Advisors
North Carolina
$320K
MWM
315
Meridian Wealth Management
Kentucky
$319K
AIP
316
Ahrens Investment Partners
Louisiana
$318K -$181K -2,302 -37%
AAP
317
Arax Advisory Partners
Colorado
$318K
VFA
318
Voya Financial Advisors
Connecticut
$316K -$5.67K -72 -2%
CIA
319
Capital Investment Advisors
Georgia
$315K
PWM
320
Perigon Wealth Management
California
$314K
FNBTCON
321
First National Bank & Trust Co of Newtown
Pennsylvania
$308K
FFWA
322
FRG Family Wealth Advisors
Washington
$305K
NWS
323
Newport Wealth Strategies
California
$302K
HCIA
324
Hochman Cole Investment Advisors
Illinois
$301K
FTIOP
325
Fiduciary Trust International of Pennsylvania
Pennsylvania
$298K