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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
326
Cadence Bank
Mississippi
$645K
CFG
327
Citizens Financial Group
Rhode Island
$642K +$2.35K +22 +0.4%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$636K +$855 +8 +0.1%
WAM
329
WNY Asset Management
New York
$627K +$1.28K +12 +0.2%
EGWAG
330
Elwood & Goetz Wealth Advisory Group
Georgia
$615K -$7.8K -73 -1%
CWM
331
Connecticut Wealth Management
Connecticut
$612K -$67.3K -630 -10%
Vanguard Group
332
Vanguard Group
Pennsylvania
$607K +$631K +5,907 New
MBT
333
Montecito Bank & Trust
California
$606K
DBT
334
Dubuque Bank & Trust
Iowa
$601K -$12.7K -119 -2%
IBOK
335
Independence Bank of Kentucky
Kentucky
$599K
CWM
336
Cornerstone Wealth Management
Missouri
$599K +$623K +5,826 New
BCM
337
Beaumont Capital Management
Massachusetts
$588K +$611K +5,719 New
BFA
338
Beaumont Financial Advisors
Massachusetts
$585K +$109K +1,016 +22%
SI
339
Saxon Interests
Texas
$577K -$3.74K -35 -0.6%
HIA
340
Harbor Investment Advisory
Maryland
$576K +$33.7K +315 +6%
SFA
341
Sequoia Financial Advisors
Ohio
$574K
TWP
342
Total Wealth Planning
Ohio
$573K -$4.38K -41 -0.7%
CFD
343
Creative Financial Designs
Indiana
$570K +$17.1K +160 +3%
MA
344
MONECO Advisors
Connecticut
$569K +$1.18K +11 +0.2%
KF
345
Krilogy Financial
Missouri
$569K +$592K +5,539 New
PCMC
346
Private Capital Management (Colorado)
Colorado
$561K -$44.9K -420 -7%
MHS
347
M Holdings Securities
Oregon
$559K +$244K +2,283 +72%
BFAG
348
Blackston Financial Advisory Group
Florida
$557K +$40.1K +375 +7%
MCM
349
MV Capital Management
Maryland
$556K +$468K +4,383 +425%
GIA
350
Gladstone Institutional Advisory
Florida
$553K +$124K +1,160 +27%