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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
Rockwood Wealth Management
Pennsylvania
$265K +$711 +7 +0.3%
CST
477
Charles Schwab Trust
Nevada
$265K – – –
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$262K – – –
Haverford Trust Company
479
Haverford Trust Company
Pennsylvania
$261K +$25.9K +255 +12%
Confluence Wealth Services
480
Confluence Wealth Services
Pennsylvania
$260K – – –
BSSFA
481
Baron Silver Stevens Financial Advisors
Florida
$259K – – –
CT
482
Cambridge Trust
Massachusetts
$259K +$82.4K +811 +50%
FRA
483
Frank Rimerman Advisors
California
$258K – – –
KIA
484
KCM Investment Advisors
California
$256K – – –
Brown Advisory
485
Brown Advisory
Maryland
$256K +$102 +1 +0%
Heritage Investors Management Corp
486
Heritage Investors Management Corp
Maryland
$255K – – –
WB
487
West Bancorporation
Iowa
$254K – – –
VNA
488
Valley National Advisers
Pennsylvania
$251K – – –
RWA Wealth Partners
489
RWA Wealth Partners
Massachusetts
$250K +$237K +2,333 New
Kestra Private Wealth Services
490
Kestra Private Wealth Services
Texas
$248K +$4.17K +41 +2%
CWM
491
ClientFirst Wealth Management
Arkansas
$247K – – –
Mather Group
492
Mather Group
Illinois
$246K +$28.6K +282 +14%
LOPW
493
Live Oak Private Wealth
North Carolina
$244K +$232K +2,279 New
Forvis Mazars Wealth Advisors
494
Forvis Mazars Wealth Advisors
Missouri
$244K -$16.8K -165 -7%
BONH
495
Bank of New Hampshire
New Hampshire
$242K – – –
LWM
496
Laidlaw Wealth Management
New York
$242K -$30.5K -300 -12%
ZF
497
Zhang Financial
Michigan
$241K – – –
PIMG
498
Patriot Investment Management Group
Tennessee
$240K – – –
IAIM
499
International Assets Investment Management
Florida
$236K +$13.4K +132 +6%
Wealth Enhancement Advisory Services
500
Wealth Enhancement Advisory Services
Minnesota
$234K +$8.13K +80 +4%