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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFAG
351
Blackston Financial Advisory Group
Florida
$550K -$28.6K -282 -5%
APCM
352
Alaska Permanent Capital Management
Alaska
$549K +$521K +5,128 New
CA
353
Cetera Advisors
Colorado
$543K +$17.8K +175 +4%
FCAM
354
First Citizens Asset Management
North Carolina
$537K +$54.8K +539 +12%
FCP
355
Fidelis Capital Partners
Florida
$529K
WS
356
Wedbush Securities
California
$527K
FA
357
Fiduciary Alliance
South Carolina
$524K +$62.5K +615 +14%
LPAM
358
Lodestar Private Asset Management
California
$517K +$1.02K +10 +0.2%
CWM
359
Cornerstone Wealth Management
Missouri
$514K -$105K -1,029 -18%
PCIA
360
Prime Capital Investment Advisors
Kansas
$510K +$99.6K +980 +26%
BFA
361
Beaumont Financial Advisors
Massachusetts
$505K -$98.8K -973 -17%
CCA
362
Cobblestone Capital Advisors
New York
$504K
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$504K +$69K +679 +17%
RIM
364
Rockbridge Investment Management
New York
$503K
CPC
365
Cookson Peirce & Co
Pennsylvania
$501K +$1.02K +10 +0.2%
GL
366
Graypoint LLC
New York
$500K -$7.11K -70 -1%
CSIC
367
Clifford Swan Investment Counsel
California
$491K
BCM
368
Brookstone Capital Management
Illinois
$489K -$12.6K -124 -3%
B
369
Bailard
California
$483K
SBWIC
370
Schaper Benz & Wise Investment Counsel
Wisconsin
$482K
BRWA
371
B. Riley Wealth Advisors
Florida
$479K -$34.7K -342 -7%
SIC
372
Sigma Investment Counselors
Michigan
$476K +$20.3K +200 +5%
MCA
373
MSH Capital Advisors
Arizona
$472K
SDWMA
374
Schneider Downs Wealth Management Advisors
Pennsylvania
$467K
TCWA
375
Ten Capital Wealth Advisors
Washington
$466K +$374K +3,679 +548%