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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Soundmark Wealth Management
Washington
$599K +$641 +6 +0.1%
WAM
327
WNY Asset Management
New York
$597K +$85.7K +802 +17%
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$592K +$600K +5,621 New
RMCM
329
Reynders McVeigh Capital Management
Massachusetts
$590K
BIM
330
Bridges Investment Management
Nebraska
$579K +$249K +2,328 +74%
GVAG
331
Great Valley Advisor Group
Delaware
$567K +$50.9K +477 +10%
CA
332
Cambridge Advisors
Nebraska
$563K
EVC
333
Eidelman Virant Capital
Missouri
$548K -$17.2K -161 -3%
EWM
334
EPG Wealth Management
Georgia
$547K +$1.18K +11 +0.2%
WP
335
WealthSource Partners
California
$537K -$19.4K -182 -3%
CCA
336
Cobblestone Capital Advisors
New York
$530K -$26.7K -250 -5%
SIC
337
Sigma Investment Counselors
Michigan
$522K -$50.2K -470 -9%
KC
338
Kingfisher Capital
North Carolina
$522K +$748 +7 +0.1%
Cerity Partners
339
Cerity Partners
New York
$520K -$39.4K -369 -7%
B
340
Bailard
California
$518K -$23.6K -221 -4%
SAM
341
Smithbridge Asset Management
Pennsylvania
$514K +$521K +4,876 New
RA
342
Rodgers & Associates
Pennsylvania
$492K -$18.4K -172 -4%
AWA
343
Arete Wealth Advisors
Illinois
$491K -$2.41M -22,538 -82%
BHBT
344
Burke & Herbert Bank & Trust
Virginia
$489K
SBH
345
Segall Bryant & Hamill
Illinois
$487K +$13.7K +128 +3%
WTB
346
Washington Trust Bank
Washington
$486K
GAM
347
Griffin Asset Management
New York
$480K +$14.1K +132 +3%
GL
348
Graypoint LLC
New York
$477K
Renaissance Technologies
349
Renaissance Technologies
New York
$474K -$609K -5,700 -56%
PA
350
PFG Advisors
Arizona
$472K +$1.6K +15 +0.3%