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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
326
Haverford Trust Company
Pennsylvania
$264K -$5.42K -70 -2%
A
327
AdvicePeriod
California
$261K +$12.7K +164 +5%
AEPG
328
American Economic Planning Group
New Jersey
$258K
SIC
329
Sigma Investment Counselors
Michigan
$258K
TAIM
330
TD Ameritrade Investment Management
Nebraska
$257K -$1.86K -24 -0.7%
LSAG
331
Lake Street Advisors Group
New Hampshire
$257K
TC
332
TAP Consulting
Missouri
$257K +$254K +3,276 New
MBTD
333
Mechanics Bank - Trust Department
California
$256K
AMG
334
Advisors Management Group
Wisconsin
$254K +$251K +3,236 New
ZF
335
Zhang Financial
Michigan
$251K -$46.5K -600 -16%
M
336
MOTCO
Texas
$248K
QCMC
337
Quantum Capital Management (California)
California
$247K -$4.96K -64 -2%
WA
338
Wealth Architects
California
$244K +$465 +6 +0.2%
AllianceBernstein
339
AllianceBernstein
Tennessee
$242K +$238K +3,078 New
CIA
340
Choate Investment Advisors
Massachusetts
$242K +$238K +3,080 New
LYV
341
Live Your Vision
Pennsylvania
$238K
CWM
342
Cahaba Wealth Management
Georgia
$238K +$2.32K +30 +1%
ANTB
343
AMG National Trust Bank
Colorado
$235K
AIM
344
Advantage Investment Management
Iowa
$233K -$4.8K -62 -2%
WB
345
WesBanco Bank
West Virginia
$233K -$2.48K -32 -1%
SMG
346
Spectrum Management Group
Indiana
$233K
EWM
347
Endurance Wealth Management
Rhode Island
$232K
GC
348
Grimes & Company
Massachusetts
$221K +$218K +2,814 New
TPA
349
Trivium Point Advisory
Connecticut
$220K +$217K +2,800 New
RMDI
350
R.M. Davis Inc
Maine
$220K +$217K +2,808 New