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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
351
HRT Financial
New York
$733K +$750K +5,872 New
HIA
352
Harbor Investment Advisory
Maryland
$733K +$4.72K +37 +0.6%
IBOK
353
Independence Bank of Kentucky
Kentucky
$728K
BCA
354
Bay Capital Advisors
Virginia
$724K +$740K +5,797 New
BJL
355
Brighton Jones LLC
Washington
$724K +$254K +1,988 +52%
BFO
356
Boston Family Office
Massachusetts
$723K -$59.1K -463 -7%
PFA
357
Pinnacle Family Advisors
Missouri
$718K -$1.79K -14 -0.2%
CW
358
CreativeOne Wealth
Kansas
$710K +$57.1K +447 +9%
UCFA
359
United Capital Financial Advisors
Texas
$703K -$26.3K -206 -4%
BWCS
360
Beirne Wealth Consulting Services
Connecticut
$698K -$332K -2,600 -32%
TPBG
361
Turning Point Benefit Group
Maryland
$693K +$708K +5,548 New
KCM
362
Kanawha Capital Management
Virginia
$692K +$14.8K +116 +2%
VFIC
363
Valley Forge Investment Consultants
Pennsylvania
$688K +$3.58K +28 +0.5%
MWM
364
Mission Wealth Management
California
$687K -$31.7K -248 -4%
RSWM
365
Robertson Stephens Wealth Management
California
$685K +$128 +1 +0%
SWM
366
Spire Wealth Management
Virginia
$682K -$35.6K -279 -5%
GVAG
367
Great Valley Advisor Group
Delaware
$676K +$638 +5 +0.1%
AQR Capital Management
368
AQR Capital Management
Connecticut
$661K +$455K +3,568 +207%
CA
369
Cambridge Advisors
Nebraska
$647K
FCAM
370
First Citizens Asset Management
North Carolina
$646K -$39.2K -307 -6%
SI
371
Saxon Interests
Texas
$644K -$638 -5 -0.1%
HW
372
Hancock Whitney
Mississippi
$641K +$14.9K +117 +2%
BFS
373
Bradley Foster & Sargent
Connecticut
$631K +$21.7K +170 +3%
DTC
374
Davidson Trust Company
Washington
$630K -$26.2K -205 -4%
AAS
375
Ameritas Advisory Services
Nebraska
$615K +$629K +4,924 New