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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Capital Investment Advisors
Georgia
$647K
CA
352
Cambridge Advisors
Nebraska
$640K
SI
353
Saxon Interests
Texas
$638K -$11.2K -94 -2%
HW
354
Hancock Whitney
Mississippi
$619K +$229K +1,928 +63%
FPAS
355
Focus Partners Advisor Solutions
Missouri
$617K +$139K +1,170 +31%
EWA
356
ERTS Wealth Advisors
Michigan
$612K
HP
357
Holistic Planning
Texas
$607K +$24.3K +204 +4%
AFTS
358
American Financial & Tax Strategies
New York
$603K -$1.19K -10 -0.2%
BFS
359
Bradley Foster & Sargent
Connecticut
$603K
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$600K -$128K -1,080 -18%
TWP
361
Total Wealth Planning
Ohio
$597K -$12.5K -105 -2%
AC
362
AWM Capital
Arizona
$596K
LPAM
363
Lodestar Private Asset Management
California
$592K +$1.55K +13 +0.3%
CPC
364
Cookson Peirce & Co
Pennsylvania
$585K -$13.8K -116 -2%
MCA
365
MSH Capital Advisors
Arizona
$584K -$35.7K -300 -6%
FI
366
FWG Investments
Kentucky
$577K +$6.9K +58 +1%
AL
367
Aspiriant LLC
California
$577K -$59.4K -500 -10%
WS
368
Wedbush Securities
California
$576K -$52.2K -439 -9%
EWM
369
EPG Wealth Management
Georgia
$576K +$554K +4,659 New
PWP
370
Perfromance Wealth Partners
Illinois
$572K
PCMC
371
Private Capital Management (Colorado)
Colorado
$571K
FA
372
FC Advisory
Pennsylvania
$571K +$2.5K +21 +0.5%
BRWA
373
B. Riley Wealth Advisors
Florida
$570K -$32.6K -274 -6%
CSIC
374
Clifford Swan Investment Counsel
California
$567K
JWCA
375
J.W. Cole Advisors
Florida
$561K -$33.5K -282 -6%