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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
301
Segall Bryant & Hamill
Illinois
$375K -$5.1K -65 -1%
MWM
302
Mattern Wealth Management
Kansas
$367K -$29K -370 -8%
MI
303
Moneywise Inc
Virginia
$366K -$6.51K -83 -2%
DJYG
304
David J. Yvars Group
Florida
$366K +$333K +4,248 New
APSP
305
Asset Planning Services (Pennsylvania)
Pennsylvania
$363K +$471 +6 +0.1%
MMHP
306
Murphy Middleton Hinkle & Parker
Georgia
$363K +$1.18K +15 +0.4%
BHWM
307
Bar Harbor Wealth Management
New Hampshire
$362K -$14.7K -188 -4%
GVAG
308
Great Valley Advisor Group
Delaware
$362K
KL
309
KWMG LLC
Kansas
$360K +$51.1K +651 +19%
TW
310
Transform Wealth
Colorado
$350K -$13K -166 -4%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$349K -$23.8K -304 -7%
CWM
312
Cornerstone Wealth Management
Missouri
$349K -$18.4K -235 -5%
HR
313
Hayden Royal
North Carolina
$349K -$5.02K -64 -2%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$345K -$257K -3,277 -50%
IAA
315
Ironsides Asset Advisors
North Carolina
$345K
WFM
316
Wolff Financial Management
Michigan
$345K
MAFM
317
Mid Atlantic Financial Management
Pennsylvania
$344K -$374K -4,771 -54%
GWA
318
GGM Wealth Advisors
Maryland
$337K +$293K +3,730 New
Franklin Resources
319
Franklin Resources
California
$334K +$60.9K +776 +25%
BBHC
320
Brown Brothers Harriman & Co
New York
$331K +$301K +3,838 New
FFWA
321
FRG Family Wealth Advisors
Washington
$330K
FNBOSM
322
First National Bank of South Miami
Florida
$329K -$69.8K -890 -19%
PWP
323
Personal Wealth Partners
Minnesota
$328K -$87.9K -1,120 -23%
DI
324
Disciplined Investments
Oklahoma
$327K -$136K -1,738 -31%
HCIA
325
Hochman Cole Investment Advisors
Illinois
$324K