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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
426
Net Worth Advisory Group
Utah
$571K -$4.28M -30,279 -89%
BFS
427
Bradley Foster & Sargent
Connecticut
$569K -$17.7K -125 -3%
FA
428
Financial Alternatives
California
$562K
CA
429
Claro Advisors
Massachusetts
$562K -$156K -1,106 -23%
CAM
430
Close Asset Management
United Kingdom
$552K
PWA
431
Prairie Wealth Advisors
Nebraska
$548K
TWM
432
Topsail Wealth Management
North Carolina
$535K -$5.09K -36 -1%
LOWM
433
Laurel Oak Wealth Management
New Jersey
$532K -$5.52K -39 -1%
DA
434
Doliver Advisors
Texas
$531K -$2.55K -18 -0.5%
SC
435
SouthState Corp
Florida
$519K -$37.9K -268 -7%
FFG
436
Fiduciary Financial Group
California
$519K
Brown Advisory
437
Brown Advisory
Maryland
$518K +$496K +3,506 New
ATC
438
Argent Trust Co
Tennessee
$516K +$17.1K +121 +4%
AL
439
ARWA LLC
Texas
$515K -$33.8K -239 -6%
SIC
440
Sigma Investment Counselors
Michigan
$514K
WS
441
Wedbush Securities
California
$510K -$9.62K -68 -2%
IAA
442
Ironsides Asset Advisors
North Carolina
$510K -$77.8K -550 -14%
KPWS
443
Kestra Private Wealth Services
Texas
$509K -$19.2K -136 -4%
BOS
444
Bank of Stockton
California
$508K -$191K -1,353 -28%
GA
445
Goldstein Advisors
Wisconsin
$505K
BHBT
446
Burke & Herbert Bank & Trust
Virginia
$501K
SFGM
447
Stonebridge Financial Group (Missouri)
Missouri
$500K +$283 +2 +0.1%
LWM
448
Liberty Wealth Management
California
$497K
MCM
449
MidAtlantic Capital Management
Virginia
$494K
PPC
450
Park Place Capital
Alabama
$492K -$70.7K -500 -13%