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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
426
KCM Investment Advisors
California
$348K -$1.63K -15 -0.5%
RWP
427
Revolve Wealth Partners
New Jersey
$346K +$340K +3,123 New
PWW
428
Pettyjohn Wood & White
Virginia
$341K
CCT
429
Country Club Trust
Missouri
$336K -$15.2K -140 -4%
EVM
430
Eaton Vance Management
Massachusetts
$336K
FWM
431
Frontier Wealth Management
Missouri
$334K -$8.16K -75 -2%
BJL
432
Brighton Jones LLC
Washington
$329K +$66.7K +613 +26%
AHB
433
Abner Herrman & Brock
New Jersey
$326K +$321K +2,946 New
GSC
434
Ground Swell Capital
South Carolina
$323K +$318K +2,919 New
Fisher Asset Management
435
Fisher Asset Management
Washington
$322K +$317K +2,913 New
FFA
436
Freedman Financial Associates
Massachusetts
$321K +$65.3K +600 +26%
PA
437
PSI Advisors
Florida
$320K
CFS
438
CRA Financial Services
New Jersey
$319K -$21.8K -200 -6%
V
439
Veritable
Delaware
$317K
TWP
440
Transparent Wealth Partners
Arkansas
$316K +$311K +2,856 New
FMWA
441
Forvis Mazars Wealth Advisors
Missouri
$313K +$31.7K +291 +11%
ZF
442
Zhang Financial
Michigan
$309K
TI
443
Trexquant Investment
Connecticut
$308K +$303K +2,782 New
KCM
444
Kanawha Capital Management
Virginia
$307K -$2.72K -25 -0.9%
PWM
445
Perigon Wealth Management
California
$302K +$57.5K +528 +24%
HH
446
Hilltop Holdings
Texas
$300K
CST
447
Charles Schwab Trust
Nevada
$299K
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$298K +$293K +2,694 New
DIA
449
Dean Investment Associates
Ohio
$297K +$292K +2,686 New
AMG
450
Advisors Management Group
Wisconsin
$296K