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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$900K -$71.2K -632 -8%
NA
302
NewEdge Advisors
Louisiana
$894K -$45.8K -407 -5%
HBW
303
Hazlett, Burt & Watson
West Virginia
$892K +$12.5K +111 +1%
CFGA
304
Cambridge Financial Group (Arizona)
Arizona
$879K -$1.69K -15 -0.2%
MIA
305
MainStreet Investment Advisors
Illinois
$876K
AEPWM
306
Atlantic Edge Private Wealth Management
Florida
$868K -$24.5K -218 -3%
Renaissance Technologies
307
Renaissance Technologies
New York
$864K +$822K +7,300 New
GAM
308
Griffin Asset Management
New York
$864K +$4.05K +36 +0.5%
BPA
309
Beacon Pointe Advisors
California
$861K +$48.3K +429 +6%
SWM
310
Spire Wealth Management
Virginia
$850K -$154K -1,368 -16%
SS
311
Sunbelt Securities
Texas
$849K -$65.1K -578 -7%
SC
312
Savant Capital
Illinois
$847K -$80.5K -715 -9%
MF
313
Meridian Financial
Massachusetts
$842K +$67.1K +596 +9%
BFO
314
Boston Family Office
Massachusetts
$830K -$187K -1,663 -19%
NWMG
315
National Wealth Management Group
Ohio
$830K +$33.3K +296 +4%
MAM
316
Mystic Asset Management
Rhode Island
$828K +$338K +3,000 +75%
CFG
317
Citizens Financial Group
Rhode Island
$821K +$3.15K +28 +0.4%
NPFS
318
Novak & Powell Financial Services
Florida
$820K -$873K -7,757 -53%
GRP
319
Global Retirement Partners
California
$820K +$41.9K +372 +6%
NCM
320
Narwhal Capital Management
Georgia
$819K
NRG
321
Nemes Rush Group
Michigan
$800K
APP
322
Avantax Planning Partners
Iowa
$799K -$162K -1,443 -18%
MGIA
323
Matthew Goff Investment Advisor
Texas
$787K -$360K -3,199 -32%
MIC
324
Meridian Investment Counsel
California
$786K
SFA
325
Sequoia Financial Advisors
Ohio
$785K -$11.3K -100 -1%