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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
376
Quantinno Capital Management
New York
$678K +$315K +2,518 +80%
PFA
377
Pinnacle Family Advisors
Missouri
$670K -$18.9K -151 -3%
KCM
378
Kanawha Capital Management
Virginia
$664K +$876 +7 +0.1%
VFIC
379
Valley Forge Investment Consultants
Pennsylvania
$661K +$2.63K +21 +0.4%
HW
380
Hancock Whitney
Mississippi
$658K +$46.7K +373 +7%
RSWM
381
Robertson Stephens Wealth Management
California
$657K
GLA
382
Great Lakes Advisors
Illinois
$653K -$7.57M -60,469 -92%
MWM
383
Mission Wealth Management
California
$650K -$8.64K -69 -1%
PTC
384
Private Trust Company
Ohio
$649K +$118K +946 +21%
FEG
385
Fund Evaluation Group
Ohio
$635K +$664K +5,300 New
FCAS
386
First Command Advisory Services
Texas
$634K -$147K -1,172 -18%
NI
387
Nuance Investments
Missouri
$628K +$315K +2,512 +92%
FB
388
Fulton Bank
Pennsylvania
$626K +$255K +2,033 +64%
SI
389
Saxon Interests
Texas
$622K +$5.01K +40 +0.8%
CA
390
Cambridge Advisors
Nebraska
$620K
PAS
391
PKS Advisory Services
New York
$616K +$102K +816 +19%
DTC
392
Davidson Trust Company
Washington
$602K -$1.25K -10 -0.2%
SWM
393
Spire Wealth Management
Virginia
$602K -$53.7K -429 -8%
SAG
394
SageView Advisory Group
California
$588K -$250 -2 -0%
FCAM
395
First Citizens Asset Management
North Carolina
$588K -$32.2K -257 -5%
BCI
396
Brinker Capital Investments
Pennsylvania
$585K +$189K +1,508 +45%
OPS
397
Orion Portfolio Solutions
Nebraska
$585K +$189K +1,508 +45%
AFTS
398
American Financial & Tax Strategies
New York
$584K
MCM
399
MV Capital Management
Maryland
$579K +$154K +1,232 +34%
TWP
400
Total Wealth Planning
Ohio
$578K