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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
426
Ally Invest Advisors
North Carolina
$486K -$10.4K -81 -2%
CAM
427
Close Asset Management
United Kingdom
$485K
DA
428
Doliver Advisors
Texas
$483K -$29.3K -229 -6%
LWM
429
Liberty Wealth Management
California
$482K +$1.92K +15 +0.4%
HP
430
Holistic Planning
Texas
$481K -$81.1K -633 -15%
ES
431
Eagle Strategies
New York
$480K +$28.9K +226 +6%
SOS
432
Silver Oak Securities
Tennessee
$480K +$474K +3,698 New
TWM
433
Topsail Wealth Management
North Carolina
$475K -$2.31K -18 -0.5%
RSA
434
River Street Advisors
Illinois
$474K +$13.6K +106 +3%
WS
435
Wedbush Securities
California
$472K
AUB
436
Atlantic Union Bankshares
Virginia
$466K +$9.99K +78 +2%
IIL
437
Insight Inv LLC
California
$459K -$33K -258 -7%
FM
438
Foster & Motley
Ohio
$459K
Fayez Sarofim & Co
439
Fayez Sarofim & Co
Texas
$457K
SIC
440
Sigma Investment Counselors
Michigan
$452K -$17.3K -135 -4%
BHBT
441
Burke & Herbert Bank & Trust
Virginia
$452K
VT
442
Vise Technologies
New York
$451K +$445K +3,478 New
IWC
443
Integrated Wealth Concepts
Massachusetts
$451K +$77.6K +606 +21%
HFRG
444
Houlihan Financial Resource Group
Virginia
$447K -$548K -4,280 -55%
FFG
445
Fiduciary Financial Group
California
$445K -$128 -1 -0%
GA
446
Goldstein Advisors
Wisconsin
$444K
IWM
447
IHT Wealth Management
Illinois
$443K +$8.96K +70 +2%
DC
448
Davenport & Co
Virginia
$441K -$8.71K -68 -2%
VW
449
Veridan Wealth
Oregon
$440K +$434K +3,390 New
CL
450
Choreo LLC
Illinois
$431K -$9.09K -71 -2%