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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
401
Private Capital Management (Colorado)
Colorado
$559K -$19.1K -150 -3%
CSIC
402
Clifford Swan Investment Counsel
California
$559K -$14.9K -117 -3%
IA
403
IFG Advisory
Georgia
$557K +$570K +4,461 New
PFA
404
Professional Financial Advisors
Nebraska
$554K +$19.8K +155 +4%
HP
405
Holistic Planning
Texas
$554K -$60.9K -477 -10%
FA
406
Fiduciary Alliance
South Carolina
$553K +$1.15K +9 +0.2%
SWM
407
SeaCrest Wealth Management
New York
$548K -$5.87K -46 -1%
QCG
408
Quadrant Capital Group
Ohio
$543K -$254K -1,987 -31%
PAS
409
PKS Advisory Services
New York
$540K +$552K +4,325 New
CIA
410
Capital Investment Advisors
Georgia
$540K -$116K -912 -17%
TCOV
411
Trust Company of Vermont
Vermont
$539K +$120K +941 +28%
Fayez Sarofim & Co
412
Fayez Sarofim & Co
Texas
$534K +$283K +2,216 +108%
MSFS
413
Main Street Financial Solutions
Pennsylvania
$532K +$42.9K +336 +9%
FI
414
FWG Investments
Kentucky
$531K -$53.2K -417 -9%
NGA
415
Naples Global Advisors
Florida
$527K +$128 +1 +0%
PWM
416
Partners Wealth Management
California
$525K +$537K +4,205 New
AA
417
Ancora Advisors
Ohio
$523K -$15.1K -118 -3%
IWM
418
IHT Wealth Management
Illinois
$518K -$182K -1,424 -26%
BFA
419
Beaumont Financial Advisors
Massachusetts
$515K -$4.47K -35 -0.8%
Allspring Global Investments
420
Allspring Global Investments
North Carolina
$504K +$442K +3,465 +611%
IA
421
IFG Advisors
Missouri
$500K
WFM
422
Wolff Financial Management
Michigan
$500K
IAA
423
Ironsides Asset Advisors
North Carolina
$500K
RWM
424
Riverbend Wealth Management
South Carolina
$500K +$511K +4,000 New
GIA
425
Gladstone Institutional Advisory
Florida
$493K +$40.6K +318 +9%