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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
426
Calamos Advisors
Illinois
$512K +$529K +3,864 New
AL
427
ARWA LLC
Texas
$510K -$18.5K -135 -4%
PPC
428
Park Place Capital
Alabama
$508K -$471K -3,440 -47%
SG
429
StoneX Group
New York
$507K -$3.3M -24,104 -86%
SOS
430
Silver Oak Securities
Tennessee
$506K +$15.6K +114 +3%
FA
431
Financial Alternatives
California
$504K
SC
432
SouthState Corp
Florida
$501K -$17.1K -125 -3%
LWM
433
Liberty Wealth Management
California
$497K +$1.64K +12 +0.3%
CAM
434
Close Asset Management
United Kingdom
$495K
TSW
435
Thompson Siegel & Walmsley
Virginia
$486K -$2.55M -18,636 -84%
TWM
436
Topsail Wealth Management
North Carolina
$485K
LOWM
437
Laurel Oak Wealth Management
New Jersey
$482K +$84.6K +618 +20%
DA
438
Doliver Advisors
Texas
$479K +$1.37K +10 +0.3%
KPWS
439
Kestra Private Wealth Services
Texas
$474K -$15.2K -111 -3%
CL
440
Choreo LLC
Illinois
$472K +$80.7K +589 +20%
FM
441
Foster & Motley
Ohio
$469K
WS
442
Wedbush Securities
California
$467K -$9.59K -70 -2%
FFG
443
Fiduciary Financial Group
California
$466K +$11.8K +86 +3%
WAP
444
Wealthcare Advisory Partners
Pennsylvania
$462K -$24.2K -177 -5%
SIC
445
Sigma Investment Counselors
Michigan
$461K
GTAM
446
Global Trust Asset Management
Florida
$461K -$7.39K -54 -2%
PA
447
PFG Advisors
Arizona
$459K -$24.6K -180 -5%
GA
448
Goldstein Advisors
Wisconsin
$453K
AUB
449
Atlantic Union Bankshares
Virginia
$453K +$6.44K +47 +1%
VW
450
Veridan Wealth
Oregon
$452K +$959 +7 +0.2%