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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
451
Heartwood Wealth Advisors
Virginia
$328K – – –
RCG
452
Resource Consulting Group
Florida
$326K – – –
IHT Wealth Management
453
IHT Wealth Management
Illinois
$324K – – –
ATC
454
Argent Trust Co
Tennessee
$322K – – –
BMCM
455
Burns Matteson Capital Management
New York
$321K +$6.09K +57 +2%
HCM
456
HMS Capital Management
Tennessee
$320K -$947K -8,861 -74%
Loring Wolcott & Coolidge Fiduciary Advisors
457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K -$73.7K -690 -18%
CS
458
Capital Square
Tennessee
$316K – – –
WP
459
WealthSource Partners
California
$315K +$21.4K +200 +7%
TW
460
Transform Wealth
Colorado
$313K -$3.21K -30 -1%
MSFS
461
Main Street Financial Solutions
Pennsylvania
$311K – – –
Accredited Investors
462
Accredited Investors
Minnesota
$309K -$33.7K -315 -9%
WesBanco Bank
463
WesBanco Bank
West Virginia
$303K -$10.3K -96 -3%
MFA
464
Mayflower Financial Advisors
Massachusetts
$300K – – –
PPW
465
Presilium Private Wealth
Pennsylvania
$300K – – –
Fiduciary Trust
466
Fiduciary Trust
Massachusetts
$297K -$5.34K -50 -2%
Veritable
467
Veritable
Delaware
$294K – – –
Evergreen Capital Management
468
Evergreen Capital Management
Washington
$291K +$303K +2,836 New
SFWA
469
Summit Financial Wealth Advisors
Louisiana
$291K – – –
CFS
470
CRA Financial Services
New Jersey
$291K +$5.56K +52 +2%
Arkadios Wealth Advisors
471
Arkadios Wealth Advisors
Georgia
$288K -$52.9K -495 -15%
HAS
472
Holland Advisory Services
Florida
$288K -$129K -1,208 -30%
Bridges Investment Management
473
Bridges Investment Management
Nebraska
$287K -$10.5K -98 -3%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$285K +$176K +1,650 +146%
Y-Intercept (HK)
475
Y-Intercept (HK)
Hong Kong
$285K +$297K +2,777 New