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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
376
SageView Advisory Group
California
$614K +$627K +4,915 New
KPWS
377
Kestra Private Wealth Services
Texas
$614K +$188K +1,473 +43%
IP
378
Integras Partners
Georgia
$611K +$624K +4,891 New
AFTS
379
American Financial & Tax Strategies
New York
$610K
EARNEST Partners
380
EARNEST Partners
Georgia
$607K +$620K +4,856 New
TWP
381
Total Wealth Planning
Ohio
$604K
AC
382
AWM Capital
Arizona
$603K
APP
383
Avantax Planning Partners
Iowa
$602K +$101K +793 +20%
AFG
384
Atomi Financial Group
New York
$596K +$250K +1,960 +70%
EWA
385
ERTS Wealth Advisors
Michigan
$593K -$25.8K -202 -4%
MCA
386
MSH Capital Advisors
Arizona
$590K
LPAM
387
Lodestar Private Asset Management
California
$588K -$9.7K -76 -2%
EWM
388
EPG Wealth Management
Georgia
$585K +$2.43K +19 +0.4%
AL
389
Aspiriant LLC
California
$583K -$128 -1 -0%
RIM
390
Rockbridge Investment Management
New York
$582K +$174K +1,360 +41%
PWP
391
Perfromance Wealth Partners
Illinois
$578K
FA
392
FC Advisory
Pennsylvania
$574K -$2.55K -20 -0.4%
WS
393
Wedbush Securities
California
$571K -$10.7K -84 -2%
CCA
394
Cobblestone Capital Advisors
New York
$568K +$13.4K +105 +2%
JWCA
395
J.W. Cole Advisors
Florida
$568K +$1.28K +10 +0.2%
B
396
Bailard
California
$563K
SBWIC
397
Schaper Benz & Wise Investment Counsel
Wisconsin
$563K
MBT
398
Montecito Bank & Trust
California
$561K
CPC
399
Cookson Peirce & Co
Pennsylvania
$560K -$32.4K -254 -5%
PTC
400
Private Trust Company
Ohio
$559K +$274K +2,143 +92%