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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
426
Reynders McVeigh Capital Management
Massachusetts
$411K
MCM
427
MV Capital Management
Maryland
$411K -$76.8K -747 -17%
IWM
428
IHT Wealth Management
Illinois
$410K +$8.95K +87 +2%
MMHP
429
Murphy Middleton Hinkle & Parker
Georgia
$410K -$49.6K -482 -12%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$405K -$83.7K -814 -19%
RWG
431
Ratio Wealth Group
Colorado
$404K -$1.65K -16 -0.4%
FM
432
Foster & Motley
Ohio
$404K
BHBT
433
Burke & Herbert Bank & Trust
Virginia
$403K
WFAG
434
Wescott Financial Advisory Group
Pennsylvania
$403K -$24.3K -236 -6%
WB
435
WesBanco Bank
West Virginia
$401K +$98.8K +961 +38%
GIA
436
Gladstone Institutional Advisory
Florida
$400K -$71.8K -698 -17%
PFA
437
Professional Financial Advisors
Nebraska
$399K
TSWM
438
Triangle Securities Wealth Management
North Carolina
$397K +$358K +3,480 New
CAG
439
Crestwood Advisors Group
Massachusetts
$396K +$22.3K +217 +7%
Empower Advisory Group
440
Empower Advisory Group
Colorado
$396K -$309 -3 -0.1%
GA
441
Goldstein Advisors
Wisconsin
$390K
ECM
442
Evergreen Capital Management
Washington
$390K
CFO
443
Callan Family Office
Pennsylvania
$386K
TCOV
444
Trust Company of Vermont
Vermont
$385K
EWA
445
Encompass Wealth Advisors
Oregon
$381K
QCM
446
QRG Capital Management
Illinois
$381K +$70.6K +687 +26%
T
447
TNF
Montana
$376K +$126K +1,228 +59%
IAA
448
Independent Advisor Alliance
North Carolina
$375K
IWC
449
Integrated Wealth Concepts
Massachusetts
$375K +$26.2K +255 +8%
PTC
450
Private Trust Company
Ohio
$373K