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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
Encompass Wealth Advisors
Oregon
$338K – – –
MSFS
427
Main Street Financial Solutions
Pennsylvania
$338K -$1.39K -13 -0.4%
SM
428
Sensible Money
Arizona
$336K – – –
Brighton Jones LLC
429
Brighton Jones LLC
Washington
$334K +$8.55K +80 +2%
Independent Advisor Alliance
430
Independent Advisor Alliance
North Carolina
$332K – – –
AMCA
431
Arthur M. Cohen & Associates
Illinois
$331K – – –
PTC
432
Private Trust Company
Ohio
$330K -$112K -1,048 -24%
WTB
433
Washington Trust Bank
Washington
$330K – – –
Crestwood Advisors Group
434
Crestwood Advisors Group
Massachusetts
$329K +$348K +3,257 New
PWW
435
Pettyjohn Wood & White
Virginia
$327K – – –
FCFC
436
First Commonwealth Financial Corp
Pennsylvania
$323K – – –
HWA
437
Heartwood Wealth Advisors
Virginia
$322K – – –
RCG
438
Resource Consulting Group
Florida
$320K – – –
KL
439
KWMG LLC
Kansas
$317K -$28K -262 -8%
MBTD
440
Mechanics Bank - Trust Department
California
$316K -$14.3K -134 -4%
IFO
441
Independent Family Office
New York
$313K – – –
SFG
442
Sage Financial Group
Pennsylvania
$313K -$12.6K -118 -4%
WC
443
Weil Company
California
$311K -$100K -940 -23%
Integrated Wealth Concepts
444
Integrated Wealth Concepts
Massachusetts
$306K +$30.5K +285 +10%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$301K +$21.4K +200 +7%
MFA
446
Mayflower Financial Advisors
Massachusetts
$295K – – –
Fiduciary Trust
447
Fiduciary Trust
Massachusetts
$292K -$9.62K -90 -3%
ATC
448
Argent Trust Co
Tennessee
$290K – – –
BlackRock
449
BlackRock
New York
$289K -$5.02K -47 -2%
IFP Advisors
450
IFP Advisors
Florida
$289K -$156K -1,457 -34%