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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
326
MainStreet Investment Advisors
Illinois
$971K +$424 +3 +0%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$970K -$707 -5 -0.1%
PFS
328
Prospera Financial Services
Texas
$966K -$5.63M -39,828 -86%
CWM
329
Calamos Wealth Management
Illinois
$962K +$374K +2,647 +69%
AFC
330
AFT Forsyth & Company
Florida
$960K -$548K -3,875 -37%
MGIA
331
Matthew Goff Investment Advisor
Texas
$951K – – –
KBFS
332
Kohmann Bosshard Financial Services
Ohio
$938K – – –
AI
333
Atria Investments
North Carolina
$937K +$897K +6,343 New
BWCS
334
Beirne Wealth Consulting Services
Connecticut
$928K -$14.7K -104 -2%
GAM
335
Griffin Asset Management
New York
$919K +$5.09K +36 +0.6%
Allspring Global Investments
336
Allspring Global Investments
North Carolina
$911K +$472K +3,335 +116%
SWM
337
StoneCrest Wealth Management
Arizona
$910K -$11.6K -82 -1%
MF
338
Meridian Financial
Massachusetts
$909K -$21.2K -150 -2%
RA
339
RFG Advisory
Alabama
$907K +$26.9K +190 +3%
HCA
340
Harbour Capital Advisors
Virginia
$891K – – –
BAMG
341
Brand Asset Management Group
Missouri
$866K +$2.97K +21 +0.4%
EGWAG
342
Elwood & Goetz Wealth Advisory Group
Georgia
$861K – – –
IBOK
343
Independence Bank of Kentucky
Kentucky
$861K – – –
BCA
344
Bay Capital Advisors
Virginia
$856K – – –
KF
345
Krilogy Financial
Missouri
$849K +$283 +2 +0%
Vanguard National Trust
346
Vanguard National Trust
Pennsylvania
$836K – – –
TCBWMS
347
Texas Capital Bank Wealth Management Services
Texas
$832K -$308K -2,175 -28%
D.E. Shaw & Co
348
D.E. Shaw & Co
New York
$828K +$793K +5,607 New
SWP
349
Stratos Wealth Partners
Ohio
$828K -$100K -708 -11%
CWM
350
Connecticut Wealth Management
Connecticut
$823K – – –