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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
451
Nicolet Advisory Services
Wisconsin
$249K
FA
452
FC Advisory
Pennsylvania
$249K +$1.71K +16 +0.7%
ARC
453
Advisor Resource Council
Texas
$248K +$251K +2,354 New
VNA
454
Valley National Advisers
Pennsylvania
$246K
MWM
455
Mission Wealth Management
California
$237K
BFM
456
Boston Financial Management
Massachusetts
$236K -$15.2K -142 -6%
BFEC
457
Benjamin F. Edwards & Company
Missouri
$236K -$5.77K -54 -2%
IA
458
Insight Advisors
Pennsylvania
$236K -$534 -5 -0.2%
PIMG
459
Patriot Investment Management Group
Tennessee
$235K
SBIA
460
Sheaff Brock Investment Advisors
Indiana
$235K
PWM
461
Perigon Wealth Management
California
$232K
HW
462
Hedeker Wealth
Illinois
$231K +$235K +2,198 New
BS
463
Boenning & Scattergood
Pennsylvania
$230K
BJL
464
Brighton Jones LLC
Washington
$230K +$7.48K +70 +3%
PGFC
465
Peapack-Gladstone Financial Corp
New Jersey
$229K
CFGS
466
Concourse Financial Group Securities
Alabama
$226K +$210K +1,969 +1,145%
CWM
467
Cahaba Wealth Management
Georgia
$224K +$107 +1 +0%
AWA
468
Arkadios Wealth Advisors
Georgia
$222K -$13.7K -128 -6%
CBTWT
469
Community Bank & Trust (Waco, Texas)
Texas
$222K
CPC
470
Consolidated Planning Corp
Georgia
$220K
SB
471
Strategic Blueprint
Georgia
$219K
HWMA
472
Heritage Wealth Management (Arizona)
Arizona
$219K +$748 +7 +0.3%
CIC
473
Carnegie Investment Counsel
Ohio
$217K
Fayez Sarofim & Co
474
Fayez Sarofim & Co
Texas
$217K
HIM
475
Hanlon Investment Management
New Jersey
$217K +$220K +2,059 New