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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
401
Wescott Financial Advisory Group
Pennsylvania
$380K +$27.7K +259 +7%
SI
402
Stephens Inc
Arkansas
$378K
CAM
403
Close Asset Management
United Kingdom
$377K
BCM
404
Brookstone Capital Management
Illinois
$377K -$74.2K -694 -15%
NL
405
NWAM LLC
Washington
$375K -$586K -5,483 -60%
NF
406
Norwood Financial
Pennsylvania
$374K
PCH
407
PGIM Custom Harvest
New Jersey
$373K
SC
408
SouthState Corp
Florida
$365K
DC
409
Davenport & Co
Virginia
$364K +$39.5K +370 +11%
FA
410
FC Advisory
Pennsylvania
$363K -$21.4K -200 -5%
RMCM
411
Reynders McVeigh Capital Management
Massachusetts
$363K
RWG
412
Ratio Wealth Group
Colorado
$359K
JWCA
413
J.W. Cole Advisors
Florida
$357K -$15.1K -141 -4%
FM
414
Foster & Motley
Ohio
$357K
BHBT
415
Burke & Herbert Bank & Trust
Virginia
$356K
PWM
416
Perigon Wealth Management
California
$355K -$213K -1,993 -36%
IWM
417
IHT Wealth Management
Illinois
$354K
PFA
418
Professional Financial Advisors
Nebraska
$353K +$107K +1,000 +40%
Empower Advisory Group
419
Empower Advisory Group
Colorado
$351K +$6.95K +65 +2%
ECM
420
Evergreen Capital Management
Washington
$347K +$62.1K +581 +20%
GA
421
Goldstein Advisors
Wisconsin
$345K
RBC
422
Romano Brothers & Co
Illinois
$343K
CFO
423
Callan Family Office
Pennsylvania
$342K -$50.8K -475 -12%
ES
424
Eagle Strategies
New York
$341K +$1.39K +13 +0.4%
TCOV
425
Trust Company of Vermont
Vermont
$341K