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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
326
Venture Visionary Partners
Ohio
$909K +$13K +104 +1%
SB
327
Strategic Blueprint
Georgia
$908K -$608K -4,859 -39%
TSW
328
Thompson Siegel & Walmsley
Virginia
$902K -$2.19M -17,509 -70%
SF
329
Synovus Financial
Georgia
$901K +$3.76K +30 +0.4%
AWP
330
Axis Wealth Partners
Rhode Island
$898K +$203K +1,623 +28%
SCM
331
SCS Capital Management
Massachusetts
$897K +$938K +7,493 New
FF
332
Finley Financial
Nevada
$890K
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$890K
AFG
334
Atomi Financial Group
New York
$890K +$334K +2,665 +56%
SC
335
SouthState Corp
Florida
$887K +$516K +4,121 +125%
AEPWM
336
Atlantic Edge Private Wealth Management
Florida
$873K -$4.38K -35 -0.5%
GAM
337
Griffin Asset Management
New York
$863K -$2K -16 -0.2%
SC
338
Savant Capital
Illinois
$862K -$28.3K -226 -3%
MF
339
Meridian Financial
Massachusetts
$855K +$125 +1 +0%
AGP
340
Aspire Growth Partners
Florida
$841K -$3.26K -26 -0.4%
SIM
341
Stratos Investment Management
Ohio
$839K +$14.7K +117 +2%
SAF
342
Smith Anglin Financial
Texas
$839K -$23.4K -187 -3%
MAM
343
Mystic Asset Management
Rhode Island
$838K
NAAA
344
New Age Alpha Advisors
New York
$832K +$870K +6,946 New
NCM
345
Narwhal Capital Management
Georgia
$829K
AAP
346
Arax Advisory Partners
Colorado
$814K -$20.9M -166,724 -96%
NRG
347
Nemes Rush Group
Michigan
$810K
BWCS
348
Beirne Wealth Consulting Services
Connecticut
$809K +$146K +1,167 +21%
JFG
349
JMG Financial Group
Illinois
$800K -$12.8K -102 -2%
Vanguard Group
350
Vanguard Group
Pennsylvania
$799K +$45.6K +364 +6%