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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
$1.05M +$2.6K +19 +0.2%
AIA
302
AssuredPartners Investment Advisors
Florida
$1.05M -$685 -5 -0.1%
ABWM
303
Alpine Bank Wealth Management
Colorado
$1.05M -$54.8K -400 -5%
TCBWMS
304
Texas Capital Bank Wealth Management Services
Texas
$1.03M -$279K -2,035 -21%
WFA
305
Wellspring Financial Advisors
Ohio
$1.03M +$94.4K +689 +10%
JFG
306
JMG Financial Group
Illinois
$1.03M
FF
307
Finley Financial
Nevada
$1.03M
DTC
308
Davidson Trust Company
Washington
$1.02M +$93.7K +684 +10%
HFRG
309
Houlihan Financial Resource Group
Virginia
$1.02M
KA
310
KLCM Advisors
Wisconsin
$1.02M
RIG
311
Ramiah Investment Group
Wisconsin
$1.01M -$2.27M -16,556 -68%
CW
312
CreativeOne Wealth
Kansas
$1.01M +$190K +1,386 +22%
AFG
313
Atomi Financial Group
New York
$1.01M
DWP
314
Daymark Wealth Partners
Ohio
$960K -$199K -1,456 -17%
IWB
315
Innovative Wealth Building
Maryland
$959K -$69K -504 -7%
AEPWM
316
Atlantic Edge Private Wealth Management
Florida
$948K -$4.11K -30 -0.4%
MAM
317
Mystic Asset Management
Rhode Island
$928K
GP
318
GLR Partners
Maryland
$928K +$959K +7,000 New
SCM
319
SCS Capital Management
Massachusetts
$921K +$15.7K +115 +2%
BJL
320
Brighton Jones LLC
Washington
$920K +$951K +6,943 New
NCM
321
Narwhal Capital Management
Georgia
$917K
SC
322
Savant Capital
Illinois
$893K -$51.2K -374 -5%
Jane Street
323
Jane Street
New York
$887K +$917K +6,696 New
MIC
324
Meridian Investment Counsel
California
$881K
VVP
325
Venture Visionary Partners
Ohio
$873K +$548 +4 +0.1%