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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
EPG Wealth Management
Georgia
$537K +$2K +19 +0.4%
Cerity Partners
327
Cerity Partners
New York
$529K +$20.9K +199 +4%
MWM
328
Meridian Wealth Management
Kentucky
$521K -$176K -1,678 -25%
CCA
329
Cobblestone Capital Advisors
New York
$518K
SIC
330
Sigma Investment Counselors
Michigan
$511K
HW
331
Hancock Whitney
Mississippi
$511K +$72.2K +687 +16%
B
332
Bailard
California
$507K
WANY
333
Wealthspire Advisors (New York)
New York
$505K -$117K -1,109 -18%
GL
334
Graypoint LLC
New York
$503K +$37.3K +355 +8%
SAM
335
Smithbridge Asset Management
Pennsylvania
$502K
EVC
336
Eidelman Virant Capital
Missouri
$490K -$53.4K -508 -10%
RA
337
Rodgers & Associates
Pennsylvania
$482K
CWM
338
Cornerstone Wealth Management
Missouri
$482K +$40.1K +382 +9%
SBH
339
Segall Bryant & Hamill
Illinois
$476K
WTB
340
Washington Trust Bank
Washington
$476K
RMCM
341
Reynders McVeigh Capital Management
Massachusetts
$474K -$105K -1,000 -18%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$470K -$8.41K -80 -2%
CFD
343
Creative Financial Designs
Indiana
$467K +$179K +1,708 +61%
GAM
344
Griffin Asset Management
New York
$466K -$3.68K -35 -0.8%
TAIM
345
TD Ameritrade Investment Management
Nebraska
$461K +$62.5K +595 +21%
FLPIM
346
F.L. Putnam Investment Management
Massachusetts
$459K
CA
347
Clearstead Advisors
Ohio
$457K +$1.79K +17 +0.4%
LA
348
LexAurum Advisors
Kansas
$451K
PA
349
PFG Advisors
Arizona
$450K -$12K -114 -3%
SC
350
SouthState Corp
Florida
$446K