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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
426
Wolff Financial Management
Michigan
$526K
BFS
427
Bradley Foster & Sargent
Connecticut
$523K
AL
428
Aspiriant LLC
California
$523K
SC
429
SouthState Corp
Florida
$514K -$13K -100 -2%
BFO
430
Boston Family Office
Massachusetts
$513K -$3.25K -25 -0.6%
FFWA
431
FRG Family Wealth Advisors
Washington
$512K
ES
432
Eagle Strategies
New York
$506K +$18.7K +144 +4%
AL
433
ARWA LLC
Texas
$503K +$498K +3,823 New
FA
434
Financial Alternatives
California
$501K
SOS
435
Silver Oak Securities
Tennessee
$492K +$1.04K +8 +0.2%
CAM
436
Close Asset Management
United Kingdom
$492K
LWM
437
Liberty Wealth Management
California
$492K +$2.86K +22 +0.6%
IC
438
IEQ Capital
California
$491K +$270K +2,071 +125%
KPWS
439
Kestra Private Wealth Services
Texas
$486K -$53.2K -409 -10%
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$482K -$42.8K -329 -8%
TWM
441
Topsail Wealth Management
North Carolina
$482K
RSA
442
River Street Advisors
Illinois
$481K
PA
443
PFG Advisors
Arizona
$479K -$95.2K -731 -17%
DA
444
Doliver Advisors
Texas
$474K -$15.5K -119 -3%
WS
445
Wedbush Securities
California
$473K -$6.12K -47 -1%
CAG
446
Crestwood Advisors Group
Massachusetts
$469K -$158K -1,215 -25%
FM
447
Foster & Motley
Ohio
$466K
GTAM
448
Global Trust Asset Management
Florida
$465K -$186K -1,430 -29%
Fayez Sarofim & Co
449
Fayez Sarofim & Co
Texas
$464K
AIA
450
Ally Invest Advisors
North Carolina
$460K -$32.9K -253 -7%