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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
326
TD Ameritrade Investment Management
Nebraska
$228K +$10.1K +132 +4%
AEPG
327
American Economic Planning Group
New Jersey
$227K +$251K +3,284 New
LSAG
328
Lake Street Advisors Group
New Hampshire
$226K
MBTD
329
Mechanics Bank - Trust Department
California
$226K +$250K +3,268 New
LFAS
330
Level Four Advisory Services
Texas
$225K -$9.63K -126 -4%
QCMC
331
Quantum Capital Management (California)
California
$222K +$917 +12 +0.4%
RFWA
332
RPg Family Wealth Advisory
Massachusetts
$219K -$7.03K -92 -3%
A
333
AdvicePeriod
California
$219K -$91.7K -1,200 -28%
M
334
MOTCO
Texas
$218K
LYV
335
Live Your Vision
Pennsylvania
$215K
WA
336
Wealth Architects
California
$214K +$917 +12 +0.4%
OIA
337
OneDigital Investment Advisors
Kansas
$213K +$142K +1,856 +152%
HR
338
Hayden Royal
North Carolina
$211K +$233K +3,054 New
AIM
339
Advantage Investment Management
Iowa
$209K -$63.8K -834 -22%
CWM
340
Cahaba Wealth Management
Georgia
$208K +$764 +10 +0.3%
WB
341
WesBanco Bank
West Virginia
$208K +$1.53K +20 +0.7%
ANTB
342
AMG National Trust Bank
Colorado
$207K +$16.1K +210 +8%
SMG
343
Spectrum Management Group
Indiana
$206K
SS
344
Sunbelt Securities
Texas
$204K -$122K -1,602 -22%
EWM
345
Endurance Wealth Management
Rhode Island
$204K +$764 +10 +0.3%
AWM
346
AE Wealth Management
Kansas
$201K -$85.9K -1,124 -28%
BlackRock
347
BlackRock
New York
$186K -$3.52K -46 -2%
NSG
348
Nalls Sherbakoff Group
Tennessee
$177K +$196K +2,564 New
PFBT
349
Parkside Financial Bank & Trust
Missouri
$163K +$93.1K +1,218 +107%
VNA
350
Valley National Advisers
Pennsylvania
$160K -$5.04K -66 -3%