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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
476
Tru Independence Asset Management 2
Oregon
$35K +$31.4K +400 New
CA
477
Crewe Advisors
Utah
$33K
SC
478
Steph & Co
Wisconsin
$33K
TWM
479
Tradition Wealth Management
Minnesota
$32K +$29.3K +374 New
OC
480
Oakworth Capital
Alabama
$30K -$44.4K -566 -62%
SSB
481
Sandy Spring Bank
Maryland
$28K
SIAP
482
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
FFA
483
Founders Financial Alliance
North Carolina
$26K
GEA
484
Glen Eagle Advisors
New Jersey
$25.9K
IFAM
485
Institutional & Family Asset Management
Colorado
$24K -$232K -2,952 -91%
GI
486
Gradient Investments
Minnesota
$24K -$14K -178 -50%
IBOK
487
Independence Bank of Kentucky
Kentucky
$24K
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$24K +$235 +3 +1%
BFC
489
Bedel Financial Consulting
Indiana
$23K
CICI
490
Capital Investment Counsel Inc
North Carolina
$23K
FCM
491
Firestone Capital Management
Florida
$23K
CTB
492
Country Trust Bank
Illinois
$23K +$1.18K +15 +6%
PFO
493
Pathstone Family Office
New Jersey
$23K +$21.2K +270 New
FP
494
Financial Perspectives
Minnesota
$22.6K
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$293K -3,732 -94%
WEC
496
Winslow Evans & Crocker
Massachusetts
$21K +$19K +242 New
PCFFS
497
Pacific Center for Financial Services
California
$19K +$11.6K +148 +206%
EW
498
Element Wealth
Mississippi
$17K
OCM
499
Orion Capital Management
California
$17K +$15.7K +200 New
CFGS
500
Concourse Financial Group Securities
Alabama
$15K