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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$970K -$707 -5 -0.1%
PFS
327
Prospera Financial Services
Texas
$966K -$5.63M -39,828 -86%
CWM
328
Calamos Wealth Management
Illinois
$962K +$374K +2,647 +69%
AFC
329
AFT Forsyth & Company
Florida
$960K -$548K -3,875 -37%
MGIA
330
Matthew Goff Investment Advisor
Texas
$951K
KBFS
331
Kohmann Bosshard Financial Services
Ohio
$938K
AI
332
Atria Investments
North Carolina
$937K +$897K +6,343 New
BWCS
333
Beirne Wealth Consulting Services
Connecticut
$928K -$14.7K -104 -2%
GAM
334
Griffin Asset Management
New York
$919K +$5.09K +36 +0.6%
Allspring Global Investments
335
Allspring Global Investments
North Carolina
$911K +$472K +3,335 +116%
SWM
336
StoneCrest Wealth Management
Arizona
$910K -$11.6K -82 -1%
MF
337
Meridian Financial
Massachusetts
$909K -$21.2K -150 -2%
RA
338
RFG Advisory
Alabama
$907K +$26.9K +190 +3%
HCA
339
Harbour Capital Advisors
Virginia
$891K
BAMG
340
Brand Asset Management Group
Missouri
$866K +$2.97K +21 +0.4%
EGWAG
341
Elwood & Goetz Wealth Advisory Group
Georgia
$861K
IBOK
342
Independence Bank of Kentucky
Kentucky
$861K
BCA
343
Bay Capital Advisors
Virginia
$856K
KF
344
Krilogy Financial
Missouri
$849K +$283 +2 +0%
Vanguard National Trust
345
Vanguard National Trust
Pennsylvania
$836K
TCBWMS
346
Texas Capital Bank Wealth Management Services
Texas
$832K -$308K -2,175 -28%
D.E. Shaw & Co
347
D.E. Shaw & Co
New York
$828K +$793K +5,607 New
SWP
348
Stratos Wealth Partners
Ohio
$828K -$100K -708 -11%
CWM
349
Connecticut Wealth Management
Connecticut
$823K
RSWM
350
Robertson Stephens Wealth Management
California
$821K -$1.27K -9 -0.2%