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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$1.06M +$33.8K +265 +3%
TC
302
TAGStone Capital
North Carolina
$1.02M +$5.36K +42 +0.5%
HFRG
303
Houlihan Financial Resource Group
Virginia
$994K +$128 +1 +0%
FF
304
Finley Financial
Nevada
$992K +$991K +7,760 New
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$991K +$527K +4,125 +108%
NA
306
NewEdge Advisors
Louisiana
$982K +$75.1K +588 +8%
HBW
307
Hazlett, Burt & Watson
West Virginia
$971K +$12.8K +100 +1%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$966K +$368K +2,879 +59%
AIP
309
Ameritas Investment Partners
Nebraska
$965K -$51.1K -400 -5%
HCC
310
Hirtle Callaghan & Co
Pennsylvania
$962K
SF
311
Synovus Financial
Georgia
$937K +$3.58K +28 +0.4%
VVP
312
Venture Visionary Partners
Ohio
$935K +$18.8K +147 +2%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$929K
SC
314
Savant Capital
Illinois
$928K -$24.3K -190 -2%
AEPWM
315
Atlantic Edge Private Wealth Management
Florida
$916K
OCM
316
Objective Capital Management
Ohio
$912K -$73K -572 -7%
AGP
317
Aspire Growth Partners
Florida
$907K +$927K +7,258 New
GAM
318
Griffin Asset Management
New York
$902K +$27.2K +213 +3%
SAF
319
Smith Anglin Financial
Texas
$899K -$34.9K -273 -4%
MF
320
Meridian Financial
Massachusetts
$892K +$1.66K +13 +0.2%
AIP
321
Alexis Investment Partners
Texas
$891K +$910K +7,128 New
MAM
322
Mystic Asset Management
Rhode Island
$875K
SWM
323
StoneCrest Wealth Management
Arizona
$865K -$17.2K -135 -2%
NCM
324
Narwhal Capital Management
Georgia
$865K
SIM
325
Stratos Investment Management
Ohio
$861K +$880K +6,893 New