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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
376
Capital Square
Tennessee
$351K – – –
Kestra Private Wealth Services
377
Kestra Private Wealth Services
Texas
$350K +$955 +10 +0.3%
RWG
378
Ratio Wealth Group
Colorado
$350K – – –
BBNA
379
Bremer Bank National Association
Minnesota
$346K -$20.8K -218 -6%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$345K – – –
Fiduciary Trust
381
Fiduciary Trust
Massachusetts
$343K – – –
DTC
382
Davidson Trust Company
Washington
$341K -$173K -1,808 -35%
NFP
383
Novak Financial Planning
Maryland
$337K -$12.8K -134 -4%
AB
384
Atlas Brown
Kentucky
$336K +$67K +702 +27%
Jane Street
385
Jane Street
New York
$333K – – –
MBTD
386
Mechanics Bank - Trust Department
California
$333K – – –
Mather Group
387
Mather Group
Illinois
$332K +$44.5K +466 +17%
FWM
388
Filbrandt Wealth Management
Wisconsin
$331K – – –
IHT Wealth Management
389
IHT Wealth Management
Illinois
$329K +$309K +3,232 New
BHWM
390
Bar Harbor Wealth Management
New Hampshire
$327K -$94.3K -988 -24%
CCT
391
Country Club Trust
Missouri
$326K – – –
Wedbush Securities
392
Wedbush Securities
California
$324K +$304K +3,183 New
Bridges Investment Management
393
Bridges Investment Management
Nebraska
$323K -$6.3K -66 -2%
KIA
394
KCM Investment Advisors
California
$322K – – –
BW
395
Bison Wealth
Georgia
$319K +$40.1K +420 +16%
SS
396
Sunbelt Securities
Texas
$318K – – –
CFS
397
CRA Financial Services
New Jersey
$314K – – –
NEWAS
398
N.E.W. Advisory Services
Wisconsin
$311K -$187K -1,962 -39%
Clifford Swan Investment Counsel
399
Clifford Swan Investment Counsel
California
$309K – – –
VFA
400
Voya Financial Advisors
Connecticut
$305K -$7.83K -82 -3%