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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
351
Wealthspire Advisors (New York)
New York
$560K +$35.6K +330 +7%
CCA
352
Cobblestone Capital Advisors
New York
$551K
AL
353
Aspiriant LLC
California
$551K +$155K +1,440 +40%
RA
354
Rodgers & Associates
Pennsylvania
$550K +$45.3K +420 +9%
EE
355
EWG Elevate
California
$545K -$7.57M -70,130 -93%
B
356
Bailard
California
$540K
CFD
357
Creative Financial Designs
Indiana
$537K +$11.8K +109 +2%
BPA
358
Beacon Pointe Advisors
California
$535K +$527K +4,883 New
VA
359
Valmark Advisers
Ohio
$534K +$175K +1,623 +50%
GVAG
360
Great Valley Advisor Group
Delaware
$529K -$54K -500 -9%
HW
361
Hancock Whitney
Mississippi
$529K -$35.2K -326 -6%
IFG
362
Independent Financial Group
California
$523K +$56.3K +522 +12%
GL
363
Graypoint LLC
New York
$523K -$9.93K -92 -2%
MAM
364
MMA Asset Management
Pennsylvania
$521K -$130K -1,208 -19%
EVC
365
Eidelman Virant Capital
Missouri
$520K -$108 -1 -0%
MWM
366
Meridian Wealth Management
Kentucky
$518K -$42.7K -396 -8%
FLPIM
367
F.L. Putnam Investment Management
Massachusetts
$517K +$28.1K +260 +6%
Cerity Partners
368
Cerity Partners
New York
$508K -$219K -2,030 -30%
SBH
369
Segall Bryant & Hamill
Illinois
$508K +$499K +4,627 New
WTB
370
Washington Trust Bank
Washington
$506K
AFG
371
Allegheny Financial Group
Pennsylvania
$506K +$499K +4,619 New
MCA
372
MSH Capital Advisors
Arizona
$505K -$27.4K -254 -5%
CCFM
373
Clear Creek Financial Management
Washington
$504K -$8.61M -79,814 -95%
IA
374
IFG Advisory
Georgia
$504K -$472K -4,371 -49%
RMCM
375
Reynders McVeigh Capital Management
Massachusetts
$504K