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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
MV Capital Management
Maryland
$426K
SYBT
427
Stock Yards Bank & Trust
Kentucky
$425K -$32.1K -285 -7%
BJL
428
Brighton Jones LLC
Washington
$421K -$52.7K -468 -12%
FM
429
Foster & Motley
Ohio
$419K
Empower Advisory Group
430
Empower Advisory Group
Colorado
$419K +$7.77K +69 +2%
ECM
431
Evergreen Capital Management
Washington
$418K +$12.8K +114 +3%
TSWM
432
Triangle Securities Wealth Management
North Carolina
$417K +$4.95K +44 +1%
GL
433
Graypoint LLC
New York
$417K -$128K -1,140 -24%
RWG
434
Ratio Wealth Group
Colorado
$414K -$4.95K -44 -1%
BHBT
435
Burke & Herbert Bank & Trust
Virginia
$412K -$5.18K -46 -1%
FPAS
436
Focus Partners Advisor Solutions
Missouri
$409K +$389K +3,456 New
SC
437
SouthState Corp
Florida
$408K -$19.7K -175 -5%
WB
438
WesBanco Bank
West Virginia
$406K -$9.35K -83 -2%
GA
439
Goldstein Advisors
Wisconsin
$405K
GIA
440
Gladstone Institutional Advisory
Florida
$404K -$10K -89 -3%
TCOV
441
Trust Company of Vermont
Vermont
$399K
EWA
442
Encompass Wealth Advisors
Oregon
$396K
Brown Advisory
443
Brown Advisory
Maryland
$395K +$18.5K +164 +5%
SM
444
Sensible Money
Arizona
$394K +$12.6K +112 +3%
WFAG
445
Wescott Financial Advisory Group
Pennsylvania
$392K -$24.7K -219 -6%
IAA
446
Independent Advisor Alliance
North Carolina
$389K
WTB
447
Washington Trust Bank
Washington
$387K
CFO
448
Callan Family Office
Pennsylvania
$385K -$15.3K -136 -4%
FT
449
Fiduciary Trust
Massachusetts
$382K +$45.6K +405 +14%
RIM
450
Rockbridge Investment Management
New York
$381K -$176K -1,560 -33%