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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
301
Thomasville National Bank
Georgia
$786K
KFAA
302
Klaas Financial Asset Advisors
Illinois
$782K -$99K -917 -11%
CG
303
Colony Group
Massachusetts
$770K -$38.3K -355 -5%
MGIA
304
Matthew Goff Investment Advisor
Texas
$764K -$366K -3,390 -33%
PWP
305
Perfromance Wealth Partners
Illinois
$756K
DTC
306
Davidson Trust Company
Washington
$754K -$25.3K -234 -3%
AAS
307
Ameritas Advisory Services
Nebraska
$750K +$58.7K +544 +9%
CWM
308
Connecticut Wealth Management
Connecticut
$749K -$36.9K -342 -5%
CPO
309
Cerity Partners OCIO
New York
$732K +$432 +4 +0.1%
MIC
310
Meridian Investment Counsel
California
$729K
HA
311
HYA Advisors
Missouri
$728K -$13.3K -123 -2%
VVP
312
Venture Visionary Partners
Ohio
$726K -$14.2K -132 -2%
MIA
313
MainStreet Investment Advisors
Illinois
$722K
GTAM
314
Global Trust Asset Management
Florida
$717K -$4.96K -46 -0.7%
EWA
315
EP Wealth Advisors
California
$713K +$32.8K +304 +5%
Franklin Resources
316
Franklin Resources
California
$707K -$19.4K -180 -3%
HCA
317
Harbour Capital Advisors
Virginia
$703K
SLWS
318
Swaine & Leidel Wealth Services
Florida
$700K +$75.5K +700 New
SHFP
319
Second Half Financial Partners
Florida
$700K +$742K +6,872 New
KBFS
320
Kohmann Bosshard Financial Services
Ohio
$696K +$685K +6,350 New
OWA
321
Outlook Wealth Advisors
Texas
$695K -$12.5K -116 -2%
CBN
322
Cadence Bank NA
Texas
$689K +$2.16K +20 +0.3%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$688K +$65K +602 +11%
BRWA
324
B. Riley Wealth Advisors
Florida
$685K -$187K -1,729 -22%
MF
325
Meridian Financial
Massachusetts
$683K +$15.5K +144 +2%