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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
American Wealth Advisors
Georgia
$600K -$5.47K -42 -0.9%
DC
402
Destiny Capital
Colorado
$599K +$223K +1,710 +60%
SBWIC
403
Schaper Benz & Wise Investment Counsel
Wisconsin
$592K
CCMG
404
Clark Capital Management Group
Pennsylvania
$592K
MBT
405
Montecito Bank & Trust
California
$591K -$3.9K -30 -0.7%
APP
406
Avantax Planning Partners
Iowa
$585K -$4.04K -31 -0.7%
FHC
407
First Horizon Corporation
Tennessee
$582K -$130 -1 -0%
YAIA
408
Yanni & Associates Investment Advisors
Pennsylvania
$579K +$573K +4,400 New
FCAS
409
First Command Advisory Services
Texas
$577K -$29.3K -225 -5%
CSIC
410
Clifford Swan Investment Counsel
California
$574K
PCA
411
Purkiss Capital Advisors
Connecticut
$567K -$10.4K -80 -2%
PWM
412
Partners Wealth Management
California
$565K
MSFS
413
Main Street Financial Solutions
Pennsylvania
$560K
TSWM
414
Triangle Securities Wealth Management
North Carolina
$560K +$15K +115 +3%
HW
415
Hancock Whitney
Mississippi
$558K +$24K +184 +5%
NGA
416
Naples Global Advisors
Florida
$550K +$130 +1 +0%
Bank Julius Baer & Co
417
Bank Julius Baer & Co
Switzerland
$550K +$544K +4,176 New
AA
418
Ancora Advisors
Ohio
$549K
BFA
419
Beaumont Financial Advisors
Massachusetts
$537K -$5.6K -43 -1%
CIA
420
Capital Investment Advisors
Georgia
$537K +$1.04K +8 +0.2%
MCM
421
MV Capital Management
Maryland
$530K
CPC
422
Cookson Peirce & Co
Pennsylvania
$529K -$2.08K -16 -0.4%
IA
423
IFG Advisors
Missouri
$527K +$130 +1 +0%
IAA
424
Ironsides Asset Advisors
North Carolina
$526K
RWM
425
Riverbend Wealth Management
South Carolina
$526K