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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
401
BOK Financial Private Wealth
Colorado
$200K +$182K +2,321 New
PWM
402
Perigon Wealth Management
California
$190K +$173K +2,200 New
Bank of Montreal
403
Bank of Montreal
Ontario, Canada
$187K +$1.25K +16 +0.8%
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$183K -$17.6K -224 -10%
GCM
405
Gables Capital Management
Florida
$173K
BFEC
406
Benjamin F. Edwards & Company
Missouri
$171K +$157 +2 +0.1%
CDIA
407
Capital Directions Investment Advisors
Georgia
$157K
FRA
408
Front Row Advisors
California
$153K -$139K -1,776 -50%
RWA
409
Ropes Wealth Advisors
Massachusetts
$146K +$131K +1,668 +9,267%
IAIM
410
International Assets Investment Management
Florida
$144K +$131K +1,665 New
CCM
411
Covington Capital Management
California
$140K +$100K +1,280 +376%
AWA
412
Arkadios Wealth Advisors
Georgia
$134K +$107K +1,358 +672%
CIA
413
Choate Investment Advisors
Massachusetts
$133K
COCM
414
Charter Oak Capital Management
New Hampshire
$130K +$118K +1,503 New
GSAM
415
Grant Street Asset Management
Pennsylvania
$127K +$115K +1,471 New
SMG
416
Spectrum Management Group
Indiana
$119K
EI
417
Ellevest Inc
New York
$117K
FCB
418
First Command Bank
Texas
$117K
FCFS
419
First Command Financial Services
Texas
$117K
SMA
420
Sage Mountain Advisors
Georgia
$115K +$105K +1,338 New
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$113K -$1.96K -25 -2%
JGIA
422
Jackson Grant Investment Advisers
Connecticut
$113K +$392 +5 +0.4%
BA
423
Ballast Advisors
Minnesota
$112K
AAP
424
Arax Advisory Partners
Colorado
$111K +$78 +1 +0.1%
EA
425
Elm Advisors
California
$109K +$98.8K +1,260 New