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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$574K -$270K -2,399 -33%
WS
377
Wedbush Securities
California
$572K -$28.1K -250 -5%
AC
378
AWM Capital
Arizona
$570K
MBT
379
Montecito Bank & Trust
California
$567K -$22.5K -200 -4%
MCA
380
MSH Capital Advisors
Arizona
$559K +$5.07K +45 +1%
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$559K +$132K +1,171 +33%
FLPIM
382
F.L. Putnam Investment Management
Massachusetts
$558K +$2.36K +21 +0.4%
CCA
383
Cobblestone Capital Advisors
New York
$554K +$3.15K +28 +0.6%
LPAM
384
Lodestar Private Asset Management
California
$554K -$21.1K -187 -4%
FHC
385
First Heartland Consultants
Missouri
$550K -$9.83M -87,305 -95%
B
386
Bailard
California
$548K +$14.4K +128 +3%
PWP
387
Perfromance Wealth Partners
Illinois
$547K
EWM
388
EPG Wealth Management
Georgia
$547K +$1.24K +11 +0.2%
FI
389
FWG Investments
Kentucky
$544K -$35.2K -313 -6%
CSIC
390
Clifford Swan Investment Counsel
California
$543K
FA
391
FC Advisory
Pennsylvania
$541K -$9.12K -81 -2%
SBWIC
392
Schaper Benz & Wise Investment Counsel
Wisconsin
$533K
SWM
393
SeaCrest Wealth Management
New York
$530K -$676 -6 -0.1%
KPWS
394
Kestra Private Wealth Services
Texas
$527K -$16.8K -149 -3%
FA
395
Fiduciary Alliance
South Carolina
$516K +$676 +6 +0.1%
AA
396
Ancora Advisors
Ohio
$509K
SIC
397
Sigma Investment Counselors
Michigan
$507K
PFA
398
Professional Financial Advisors
Nebraska
$505K +$87.5K +777 +22%
BFA
399
Beaumont Financial Advisors
Massachusetts
$500K
NGA
400
Naples Global Advisors
Florida
$498K +$474K +4,214 New