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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
376
AWM Capital
Arizona
$639K
BOS
377
Bank of Stockton
California
$635K -$395K -2,884 -38%
MSFS
378
Main Street Financial Solutions
Pennsylvania
$632K +$70.8K +517 +12%
PAS
379
PKS Advisory Services
New York
$626K -$27.5K -201 -4%
MCA
380
MSH Capital Advisors
Arizona
$626K
FA
381
FC Advisory
Pennsylvania
$625K -$80.1K -585 -11%
PWP
382
Perfromance Wealth Partners
Illinois
$616K
NHC
383
Nicholas Hoffman & Company
Georgia
$613K
MWM
384
Meridian Wealth Management
Kentucky
$613K -$40.4K -295 -6%
PFA
385
Professional Financial Advisors
Nebraska
$610K -$2.19K -16 -0.3%
SAG
386
SageView Advisory Group
California
$609K -$137 -1 -0%
FHC
387
First Horizon Corporation
Tennessee
$608K +$22K +161 +4%
EWM
388
EPG Wealth Management
Georgia
$607K +$1.64K +12 +0.3%
AWA
389
American Wealth Advisors
Georgia
$606K +$2.05K +15 +0.3%
RIM
390
Rockbridge Investment Management
New York
$605K
YIH
391
Y-Intercept (HK)
Hong Kong
$603K +$624K +4,553 New
SBWIC
392
Schaper Benz & Wise Investment Counsel
Wisconsin
$597K
MBT
393
Montecito Bank & Trust
California
$595K
APP
394
Avantax Planning Partners
Iowa
$589K
WAM
395
Weinberger Asset Management
California
$589K -$108K -789 -15%
YAIA
396
Yanni & Associates Investment Advisors
Pennsylvania
$583K
PWM
397
Partners Wealth Management
California
$582K +$13.7K +100 +2%
B
398
Bailard
California
$581K -$64.9K -474 -10%
CSIC
399
Clifford Swan Investment Counsel
California
$578K
DC
400
Destiny Capital
Colorado
$573K -$31.2K -228 -5%