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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Clearstead Advisors
Ohio
$503K +$10.1K +94 +2%
RWA
377
Redhawk Wealth Advisors
Minnesota
$500K +$44.7K +414 +10%
SIC
378
Sigma Investment Counselors
Michigan
$497K +$8.09K +75 +2%
SBWIC
379
Schaper Benz & Wise Investment Counsel
Wisconsin
$494K
BFO
380
Boston Family Office
Massachusetts
$488K
JWCA
381
J.W. Cole Advisors
Florida
$485K +$7.88K +73 +2%
OPS
382
Orion Portfolio Solutions
Nebraska
$483K +$476K +4,409 New
BHBT
383
Burke & Herbert Bank & Trust
Virginia
$477K
NF
384
Norwood Financial
Pennsylvania
$472K -$30.2K -280 -6%
MMHP
385
Murphy Middleton Hinkle & Parker
Georgia
$466K +$755 +7 +0.2%
SC
386
SouthState Corp
Florida
$453K -$216 -2 -0%
YIH
387
Y-Intercept (HK)
Hong Kong
$452K +$445K +4,126 New
CFO
388
Collective Family Office
Pennsylvania
$451K
WP
389
WealthSource Partners
California
$444K -$13.2K -122 -3%
WS
390
Wedbush Securities
California
$444K +$11K +102 +3%
IAA
391
Ironsides Asset Advisors
North Carolina
$439K
WFM
392
Wolff Financial Management
Michigan
$439K
KCM
393
Kanawha Capital Management
Virginia
$439K +$133K +1,235 +45%
MAM
394
Mystic Asset Management
Rhode Island
$438K
GWA
395
GGM Wealth Advisors
Maryland
$436K +$28.4K +263 +7%
HIA
396
Harbor Investment Advisory
Maryland
$433K +$64.8K +600 +18%
FM
397
Foster & Motley
Ohio
$431K
CIA
398
Capital Investment Advisors
Georgia
$428K +$5.18K +48 +1%
RhumbLine Advisers
399
RhumbLine Advisers
Massachusetts
$428K +$421K +3,900 New
WC
400
Weil Company
California
$423K +$9.61K +89 +2%