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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RP
451
Riverwater Partners
Wisconsin
$289K +$306K +2,860 New
WP
452
WealthSource Partners
California
$287K
HAS
453
Holland Advisory Services
Florida
$284K
Renaissance Technologies
454
Renaissance Technologies
New York
$283K +$299K +2,800 New
BIM
455
Bridges Investment Management
Nebraska
$281K
CFS
456
CRA Financial Services
New Jersey
$280K -$5.34K -50 -2%
TW
457
Transform Wealth
Colorado
$278K -$8.66K -81 -3%
LWCFA
458
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K -$19.2K -180 -6%
HH
459
Hilltop Holdings
Texas
$274K
DJYG
460
David J. Yvars Group
Florida
$273K
CST
461
Charles Schwab Trust
Nevada
$273K
CFO
462
Collective Family Office
Pennsylvania
$272K -$8.55K -80 -3%
WPW
463
Waldron Private Wealth
Pennsylvania
$272K +$59K +552 +26%
MI
464
Moneywise Inc
Virginia
$271K
AMG
465
Advisors Management Group
Wisconsin
$269K
QCM
466
QRG Capital Management
Illinois
$268K +$284K +2,656 New
PWM
467
PBMares Wealth Management
Virginia
$265K
RPCONE
468
Retirement Planning Company of New England
Rhode Island
$264K
SA
469
Sunesis Advisors
Kansas
$262K +$277K +2,596 New
IA
470
Insight Advisors
Pennsylvania
$259K
MA
471
MKT Advisors
California
$259K
WB
472
WesBanco Bank
West Virginia
$258K -$14.9K -139 -5%
SG
473
StoneX Group
New York
$257K -$11.5K -108 -4%
CWS
474
Confluence Wealth Services
Pennsylvania
$250K +$5.77K +54 +2%
RWM
475
Rockwood Wealth Management
Pennsylvania
$250K