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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Weinberger Asset Management
California
$784K -$123K -1,094 -14%
PIA
327
Panoramic Investment Advisors
Colorado
$779K +$217K +1,925 +41%
UCFA
328
United Capital Financial Advisors
Texas
$764K -$14.4K -128 -2%
EWA
329
EP Wealth Advisors
California
$760K -$115K -1,023 -14%
Vanguard Group
330
Vanguard Group
Pennsylvania
$758K +$48.1K +427 +7%
GTAM
331
Global Trust Asset Management
Florida
$755K
Franklin Resources
332
Franklin Resources
California
$753K -$13.5K -120 -2%
TNB
333
Thomasville National Bank
Georgia
$753K
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$751K
QCG
335
Quadrant Capital Group
Ohio
$749K +$224K +1,987 +46%
HCA
336
Harbour Capital Advisors
Virginia
$746K
PFA
337
Pinnacle Family Advisors
Missouri
$723K -$17.3K -154 -2%
EGWAG
338
Elwood & Goetz Wealth Advisory Group
Georgia
$719K +$2.25K +20 +0.3%
IFG
339
Independent Financial Group
California
$717K +$22.4K +199 +3%
CB
340
Cadence Bank
Mississippi
$714K
WAM
341
WNY Asset Management
New York
$705K +$6.3K +56 +0.9%
AF
342
Advisornet Financial
Minnesota
$700K -$245K -2,175 -27%
JFG
343
JMG Financial Group
Illinois
$700K +$56.3K +500 +9%
SF
344
Synovus Financial
Georgia
$691K +$60.1K +534 +10%
IBOK
345
Independence Bank of Kentucky
Kentucky
$689K
HWM
346
HighMark Wealth Management
Minnesota
$688K -$310K -2,754 -32%
SWA
347
Stratos Wealth Advisors
Ohio
$686K +$450K +4,001 +222%
DWM
348
Dakota Wealth Management
Florida
$683K +$33.1K +294 +5%
JAG
349
Journey Advisory Group
Kentucky
$677K -$4.19M -37,203 -87%
KCM
350
Kanawha Capital Management
Virginia
$672K +$109K +972 +21%