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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
451
Sigma Investment Counselors
Michigan
$458K
JWCA
452
J.W. Cole Advisors
Florida
$454K +$5.73K +44 +0.8%
Boston Partners
453
Boston Partners
Massachusetts
$451K +$447K +3,431 New
FFG
454
Fiduciary Financial Group
California
$451K
GA
455
Goldstein Advisors
Wisconsin
$450K
VW
456
Veridan Wealth
Oregon
$448K +$1.69K +13 +0.4%
BHBT
457
Burke & Herbert Bank & Trust
Virginia
$446K -$11.7K -90 -3%
SFGM
458
Stonebridge Financial Group (Missouri)
Missouri
$445K +$440K +3,382 New
AAS
459
Ameritas Advisory Services
Nebraska
$444K +$304K +2,338 +226%
AUB
460
Atlantic Union Bankshares
Virginia
$444K -$28.8K -221 -6%
UBS AM
461
UBS AM
Illinois
$443K +$438K +3,363 New
PA
462
Parallel Advisors
California
$441K +$164K +1,258 +60%
PS
463
Principal Securities
Iowa
$441K +$102K +785 +31%
SFG
464
Sage Financial Group
Pennsylvania
$438K +$1.17K +9 +0.3%
SM
465
Sensible Money
Arizona
$436K
HP
466
Holistic Planning
Texas
$428K -$59.5K -457 -12%
BAM
467
Belpointe Asset Management
Nevada
$427K
FI
468
FWG Investments
Kentucky
$427K +$5.73K +44 +1%
IWM
469
IHT Wealth Management
Illinois
$425K -$24K -184 -5%
EWA
470
EverSource Wealth Advisors
Alabama
$424K -$260 -2 -0.1%
SW
471
SlateStone Wealth
Florida
$424K +$6.9K +53 +2%
FCFC
472
First Commonwealth Financial Corp
Pennsylvania
$421K
CP
473
Cornerstone Planning
North Carolina
$420K +$415K +3,191 New
DC
474
Davenport & Co
Virginia
$419K -$28.9K -222 -7%
ATC
475
Argent Trust Co
Tennessee
$415K