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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
301
Meridian Financial
Massachusetts
$881K +$18.1K +152 +2%
GRP
302
Global Retirement Partners
California
$875K -$102K -857 -11%
SWM
303
StoneCrest Wealth Management
Arizona
$873K -$83.7K -704 -9%
GAM
304
Griffin Asset Management
New York
$866K +$27.3K +230 +3%
MAM
305
Mystic Asset Management
Rhode Island
$865K
RJT
306
Raymond James Trust
Florida
$865K +$20.1K +169 +2%
CWM
307
Connecticut Wealth Management
Connecticut
$861K -$56.8K -478 -6%
NCM
308
Narwhal Capital Management
Georgia
$856K -$238 -2 -0%
JFG
309
JMG Financial Group
Illinois
$839K +$119K +1,000 +17%
EWA
310
EP Wealth Advisors
California
$825K +$17.4K +146 +2%
MGIA
311
Matthew Goff Investment Advisor
Texas
$823K
MIC
312
Meridian Investment Counsel
California
$822K
MIA
313
MainStreet Investment Advisors
Illinois
$820K +$55.3K +465 +8%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$819K -$11.9K -100 -1%
CFGA
315
Cambridge Financial Group (Arizona)
Arizona
$814K -$101K -847 -11%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$812K -$125K -1,051 -14%
P
317
&Partners
Tennessee
$811K +$143K +1,204 +22%
CB
318
Cadence Bank
Mississippi
$806K +$775K +6,520 New
TCBWMS
319
Texas Capital Bank Wealth Management Services
Texas
$804K +$244K +2,056 +46%
NRG
320
Nemes Rush Group
Michigan
$800K
GTAM
321
Global Trust Asset Management
Florida
$789K
KBFS
322
Kohmann Bosshard Financial Services
Ohio
$785K
QCG
323
Quadrant Capital Group
Ohio
$782K
HWM
324
HighMark Wealth Management
Minnesota
$778K +$78.7K +662 +12%
Vanguard Group
325
Vanguard Group
Pennsylvania
$777K -$15.3K -129 -2%