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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Weinberger Asset Management
California
$803K +$9.14K +90 +1%
HW
302
Hancock Whitney
Mississippi
$796K -$227K -2,231 -23%
MIA
303
MainStreet Investment Advisors
Illinois
$793K -$120K -1,185 -14%
LWA
304
LWS Wealth Advisors
New Jersey
$780K +$18.8K +185 +3%
NCM
305
Narwhal Capital Management
Georgia
$742K +$450K +4,425 +177%
GSC
306
Ground Swell Capital
South Carolina
$729K +$692K +6,808 New
NRG
307
Nemes Rush Group
Michigan
$725K +$687K +6,765 New
HBW
308
Hazlett, Burt & Watson
West Virginia
$722K +$8.43K +83 +1%
RA
309
Rodgers & Associates
Pennsylvania
$722K +$44.7K +440 +7%
MIC
310
Meridian Investment Counsel
California
$712K
EWA
311
EP Wealth Advisors
California
$712K -$7.33M -72,176 -95%
MF
312
Meridian Financial
Massachusetts
$708K +$305 +3 +0%
GAM
313
Griffin Asset Management
New York
$700K -$11.7K -115 -2%
HCA
314
Harbour Capital Advisors
Virginia
$694K
EWA
315
ERTS Wealth Advisors
Michigan
$685K
GTAM
316
Global Trust Asset Management
Florida
$683K
TNB
317
Thomasville National Bank
Georgia
$683K
KBFS
318
Kohmann Bosshard Financial Services
Ohio
$680K
RSWM
319
Robertson Stephens Wealth Management
California
$678K -$2.65M -26,077 -80%
PWP
320
Perfromance Wealth Partners
Illinois
$673K
CFG
321
Citizens Financial Group
Rhode Island
$671K +$1.73K +17 +0.3%
Franklin Resources
322
Franklin Resources
California
$662K -$16.5K -162 -3%
WAM
323
WNY Asset Management
New York
$662K +$7.52K +74 +1%
SF
324
Synovus Financial
Georgia
$654K -$36.7K -361 -6%
CB
325
Cadence Bank
Mississippi
$647K -$24.7K -243 -4%