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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
326
New Age Alpha Advisors
New York
$833K -$24.2K -206 -3%
CFGA
327
Cambridge Financial Group (Arizona)
Arizona
$823K +$471 +4 +0.1%
MGIA
328
Matthew Goff Investment Advisor
Texas
$822K
MIC
329
Meridian Investment Counsel
California
$822K
GRP
330
Global Retirement Partners
California
$821K +$782K +6,644 New
MIA
331
MainStreet Investment Advisors
Illinois
$820K
Vanguard Group
332
Vanguard Group
Pennsylvania
$816K -$7.65K -65 -1%
SWM
333
StoneCrest Wealth Management
Arizona
$803K -$19.2K -163 -2%
JFG
334
JMG Financial Group
Illinois
$800K -$24.8K -211 -3%
BWCS
335
Beirne Wealth Consulting Services
Connecticut
$789K -$43.3K -368 -5%
KBFS
336
Kohmann Bosshard Financial Services
Ohio
$785K
DTC
337
Davidson Trust Company
Washington
$781K +$151K +1,285 +26%
CAM
338
Cresset Asset Management
Illinois
$780K -$189K -1,603 -20%
HCA
339
Harbour Capital Advisors
Virginia
$780K
IFG
340
Independent Financial Group
California
$765K -$1.08M -9,186 -60%
CB
341
Cadence Bank
Mississippi
$762K -$2.35K -20 -0.3%
EGWAG
342
Elwood & Goetz Wealth Advisory Group
Georgia
$755K
MA
343
MONECO Advisors
Connecticut
$751K -$62.5K -531 -8%
CWM
344
Connecticut Wealth Management
Connecticut
$736K
FPAS
345
Focus Partners Advisor Solutions
Missouri
$729K -$9.18K -78 -1%
IBOK
346
Independence Bank of Kentucky
Kentucky
$720K
NPFS
347
Novak & Powell Financial Services
Florida
$717K -$865K -7,352 -56%
BCA
348
Bay Capital Advisors
Virginia
$716K
WAM
349
Weinberger Asset Management
California
$703K +$1.41K +12 +0.2%
CW
350
CreativeOne Wealth
Kansas
$700K -$118 -1 -0%