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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
476
CRA Financial Services
New Jersey
$335K +$6.64K +59 +2%
HH
477
Hilltop Holdings
Texas
$330K +$9.01K +80 +3%
BIM
478
Bridges Investment Management
Nebraska
$330K
ZF
479
Zhang Financial
Michigan
$317K +$48.4K +430 +19%
AMG
480
Advisors Management Group
Wisconsin
$316K
TFS
481
Thoroughbred Financial Services
Tennessee
$315K +$300K +2,662 New
TW
482
Transform Wealth
Colorado
$313K
PWM
483
PBMares Wealth Management
Virginia
$312K +$338 +3 +0.1%
AB
484
Atlas Brown
Kentucky
$311K +$68.7K +610 +30%
RPCONE
485
Retirement Planning Company of New England
Rhode Island
$310K
WCA
486
Waypoint Capital Advisors
Minnesota
$309K
DIA
487
Dana Investment Advisors
Wisconsin
$308K +$38.6K +343 +15%
SA
488
Sunesis Advisors
Kansas
$307K
AWM
489
AE Wealth Management
Kansas
$302K -$1.93M -17,171 -87%
IA
490
Insight Advisors
Pennsylvania
$301K -$788 -7 -0.3%
WH
491
Willner & Heller
California
$299K +$901 +8 +0.3%
EWA
492
EverSource Wealth Advisors
Alabama
$296K +$162K +1,441 +117%
MA
493
MKT Advisors
California
$296K
CWS
494
Confluence Wealth Services
Pennsylvania
$293K
S
495
SignatureFD
Georgia
$290K +$5.52K +49 +2%
PP
496
Pegasus Partners
Wisconsin
$288K
HTC
497
Haverford Trust Company
Pennsylvania
$288K
RBC
498
Romano Brothers & Co
Illinois
$286K
FRA
499
Frank Rimerman Advisors
California
$285K
CAM
500
Clarity Asset Management
Iowa
$284K +$788 +7 +0.3%