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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
451
Patriot Investment Management Group
Tennessee
$227K +$213K +2,232 New
PWM
452
Perigon Wealth Management
California
$224K
PGFC
453
Peapack-Gladstone Financial Corp
New Jersey
$222K +$208K +2,174 New
BS
454
Boenning & Scattergood
Pennsylvania
$222K +$208K +2,182 New
CWM
455
Cahaba Wealth Management
Georgia
$217K +$204K +2,137 New
BJL
456
Brighton Jones LLC
Washington
$215K +$202K +2,113 New
CBTWT
457
Community Bank & Trust (Waco, Texas)
Texas
$214K +$201K +2,104 New
CPC
458
Consolidated Planning Corp
Georgia
$213K +$200K +2,090 New
SB
459
Strategic Blueprint
Georgia
$212K +$198K +2,076 New
HWMA
460
Heritage Wealth Management (Arizona)
Arizona
$212K +$198K +2,077 New
Fayez Sarofim & Co
461
Fayez Sarofim & Co
Texas
$210K +$197K +2,060 New
CIC
462
Carnegie Investment Counsel
Ohio
$210K +$197K +2,061 New
EA
463
Eclectic Associates
California
$209K +$195K +2,046 New
JFA
464
Johanson Financial Advisors
California
$207K +$189K +1,975 New
LFAS
465
Level Four Advisory Services
Texas
$207K +$194K +2,034 New
DL
466
DOHJ LLC
Washington
$206K +$193K +2,026 New
GCM
467
Gables Capital Management
Florida
$204K
TPWA
468
TRUE Private Wealth Advisors
Oregon
$203K +$190K +1,994 New
JWCA
469
J.W. Cole Advisors
Florida
$202K +$189K +1,978 New
NWS
470
Newport Wealth Strategies
California
$202K +$189K +1,980 New
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$184K +$52.5K +550 +44%
FRA
472
Front Row Advisors
California
$176K -$4.77K -50 -3%
HI
473
Harbour Investments
Wisconsin
$173K +$162K +1,693 New
CIA
474
Choate Investment Advisors
Massachusetts
$157K
IAIM
475
International Assets Investment Management
Florida
$144K