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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
326
Burke & Herbert Bank & Trust
Virginia
$473K -$16.4K -172 -4%
WTB
327
Washington Trust Bank
Washington
$471K -$52.7K -552 -11%
MCM
328
Mattern Capital Management
Colorado
$470K -$118K -1,235 -21%
GCM
329
Gunderson Capital Management
South Carolina
$467K +$435K +4,557 New
GL
330
Graypoint LLC
New York
$462K +$5.54K +58 +1%
SBH
331
Segall Bryant & Hamill
Illinois
$457K +$14.3K +150 +3%
PA
332
PFG Advisors
Arizona
$455K -$1.62K -17 -0.4%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$452K
GAM
334
Griffin Asset Management
New York
$451K -$37.9K -397 -8%
CA
335
Clearstead Advisors
Ohio
$449K +$1.15K +12 +0.3%
A
336
AdvicePeriod
California
$448K -$36.7K -384 -8%
LA
337
LexAurum Advisors
Kansas
$445K
FWM
338
Frontier Wealth Management
Missouri
$444K -$6.11K -64 -1%
SC
339
SouthState Corp
Florida
$441K -$14.5K -152 -3%
CG
340
Corundum Group
Colorado
$437K +$114K +1,192 +38%
FF
341
Friedenthal Financial
New Jersey
$432K +$404K +4,236 New
APSP
342
Asset Planning Services (Pennsylvania)
Pennsylvania
$430K +$477 +5 +0.1%
CWM
343
Cornerstone Wealth Management
Missouri
$430K +$17.5K +183 +5%
MMHP
344
Murphy Middleton Hinkle & Parker
Georgia
$429K +$382 +4 +0.1%
MI
345
Moneywise Inc
Virginia
$424K -$7.73K -81 -2%
KL
346
KWMG LLC
Kansas
$423K -$2.1K -22 -0.5%
CFA
347
Carroll Financial Associates
North Carolina
$422K +$165K +1,724 +71%
SWA
348
Stratos Wealth Advisors
Ohio
$415K +$389K +4,070 New
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$412K
CW
350
CreativeOne Wealth
Kansas
$411K +$385K +4,033 New