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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$628K +$177K +1,630 +40%
CAMG
327
CWA Asset Management Group
Florida
$627K
MA
328
MONECO Advisors
Connecticut
$626K +$2.94K +27 +0.5%
CW
329
CreativeOne Wealth
Kansas
$625K +$614K +5,645 New
SFA
330
Sequoia Financial Advisors
Ohio
$613K +$603K +5,542 New
BIM
331
Bridges Investment Management
Nebraska
$608K
VFA
332
Valeo Financial Advisors
Indiana
$595K
CA
333
Cambridge Advisors
Nebraska
$591K
GVAG
334
Great Valley Advisor Group
Delaware
$589K -$29.4K -270 -5%
DJYG
335
David J. Yvars Group
Florida
$583K -$467K -4,295 -45%
EWM
336
EPG Wealth Management
Georgia
$579K +$1.85K +17 +0.3%
HW
337
Hancock Whitney
Mississippi
$569K +$19.3K +177 +4%
AMCA
338
Arthur M. Cohen & Associates
Illinois
$567K +$180K +1,650 +48%
MWM
339
Meridian Wealth Management
Kentucky
$566K +$7.07K +65 +1%
NA
340
NewEdge Advisors
Louisiana
$565K +$555K +5,101 New
GAM
341
Griffin Asset Management
New York
$560K +$59.4K +546 +12%
SI
342
Saxon Interests
Texas
$560K +$543K +4,989 New
CWM
343
Cornerstone Wealth Management
Missouri
$559K +$40.7K +374 +8%
CCA
344
Cobblestone Capital Advisors
New York
$557K
B
345
Bailard
California
$545K
OPWM
346
Oxinas Partners Wealth Management
Indiana
$545K +$78.2K +719 +17%
SAM
347
Smithbridge Asset Management
Pennsylvania
$540K
MCA
348
MSH Capital Advisors
Arizona
$538K +$529K +4,864 New
GL
349
Graypoint LLC
New York
$538K -$2.18K -20 -0.4%
MWM
350
Mascoma Wealth Management
New Hampshire
$531K +$518K +4,758 +12,200%