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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
301
Dubuque Bank & Trust
Iowa
$354K – – –
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$353K -$12.6K -160 -3%
PA
303
Parallel Advisors
California
$352K – – –
BPWA
304
Beacon Pointe Wealth Advisors
California
$352K +$137K +1,740 +66%
WCM
305
Wealthcare Capital Management
Virginia
$350K – – –
HR
306
Hayden Royal
North Carolina
$350K +$345K +4,382 New
MG
307
Mather Group
Illinois
$347K -$2.99K -38 -0.9%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$345K – – –
CA
309
Clearstead Advisors
Ohio
$344K -$50.8K -646 -13%
AP
310
Appleton Partners
Massachusetts
$342K – – –
LA
311
LexAurum Advisors
Kansas
$342K – – –
BJL
312
Brighton Jones LLC
Washington
$341K -$37.9K -482 -10%
CG
313
Corundum Group
Colorado
$328K – – –
MI
314
Moneywise Inc
Virginia
$328K +$1.26K +16 +0.4%
BIM
315
Bridges Investment Management
Nebraska
$325K – – –
JIR
316
James Investment Research
Ohio
$324K – – –
IAA
317
Ironsides Asset Advisors
North Carolina
$320K – – –
MWM
318
Meridian Wealth Management
Kentucky
$319K – – –
AIP
319
Ahrens Investment Partners
Louisiana
$318K -$181K -2,302 -37%
AAP
320
Arax Advisory Partners
Colorado
$318K – – –
VFA
321
Voya Financial Advisors
Connecticut
$316K -$5.67K -72 -2%
CIA
322
Capital Investment Advisors
Georgia
$315K – – –
PWM
323
Perigon Wealth Management
California
$314K – – –
FNBTCON
324
First National Bank & Trust Co of Newtown
Pennsylvania
$308K – – –
FFWA
325
FRG Family Wealth Advisors
Washington
$305K – – –