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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
$776K -$8.79K -88 -1%
TIM
302
Thompson Investment Management
Wisconsin
$763K +$3.19K +32 +0.4%
WAM
303
Weinberger Asset Management
California
$745K -$357K -3,571 -33%
APP
304
Avantax Planning Partners
Iowa
$743K +$100 +1 +0%
VFIC
305
Valley Forge Investment Consultants
Pennsylvania
$739K +$3.1K +31 +0.4%
TNB
306
Thomasville National Bank
Georgia
$719K -$399 -4 -0.1%
CG
307
Colony Group
Massachusetts
$719K +$11.3K +113 +2%
BBNA
308
Bremer Bank National Association
Minnesota
$712K -$100 -1 -0%
VVP
309
Venture Visionary Partners
Ohio
$705K +$1.5K +15 +0.2%
MIC
310
Meridian Investment Counsel
California
$670K
HBW
311
Hazlett, Burt & Watson
West Virginia
$670K +$388K +3,888 +141%
DTC
312
Davidson Trust Company
Washington
$666K -$11.6K -116 -2%
MF
313
Meridian Financial
Massachusetts
$665K +$5.49K +55 +0.8%
CWM
314
Connecticut Wealth Management
Connecticut
$664K
EWA
315
ERTS Wealth Advisors
Michigan
$662K +$213K +2,134 +48%
GTAM
316
Global Trust Asset Management
Florida
$659K
SF
317
Synovus Financial
Georgia
$657K +$48.6K +487 +8%
PWP
318
Perfromance Wealth Partners
Illinois
$652K -$43K -431 -6%
RA
319
Rodgers & Associates
Pennsylvania
$646K +$133K +1,332 +26%
HCA
320
Harbour Capital Advisors
Virginia
$645K
OPWM
321
Oxinas Partners Wealth Management
Indiana
$642K +$369K +3,694 +138%
Franklin Resources
322
Franklin Resources
California
$640K
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$640K
CPO
324
Cerity Partners OCIO
New York
$638K -$9.79K -98 -2%
CB
325
Cadence Bank
Mississippi
$633K