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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
476
Waypoint Capital Advisors
Minnesota
$322K – – –
MA
477
MKT Advisors
California
$318K – – –
Sanibel Captiva Trust Company
478
Sanibel Captiva Trust Company
Florida
$318K +$306K +2,571 New
RPCONE
479
Retirement Planning Company of New England
Rhode Island
$318K -$5.94K -50 -2%
Essex Financial Services
480
Essex Financial Services
Connecticut
$317K -$2.74K -23 -0.9%
WH
481
Willner & Heller
California
$316K +$1.78K +15 +0.6%
IA
482
Insight Advisors
Pennsylvania
$316K +$594 +5 +0.2%
Busey Bank
483
Busey Bank
Illinois
$315K -$5.11K -43 -2%
MA
484
Mutual Advisors
Nebraska
$308K -$2.75M -23,094 -90%
Integrated Wealth Concepts
485
Integrated Wealth Concepts
Massachusetts
$307K +$238 +2 +0.1%
Confluence Wealth Services
486
Confluence Wealth Services
Pennsylvania
$306K – – –
Tower Research Capital (TRC)
487
Tower Research Capital (TRC)
New York
$306K -$743K -6,249 -72%
DC
488
Destiny Capital
Colorado
$302K +$40.7K +342 +16%
Empower Advisory Group
489
Empower Advisory Group
Colorado
$301K +$5.83K +49 +2%
CAM
490
Clarity Asset Management
Iowa
$300K +$1.78K +15 +0.6%
Anchor Capital Advisors
491
Anchor Capital Advisors
Massachusetts
$299K -$15.5K -130 -5%
Frank Rimerman Advisors
492
Frank Rimerman Advisors
California
$298K – – –
Romano Brothers & Co
493
Romano Brothers & Co
Illinois
$297K -$1.19K -10 -0.4%
Transform Wealth
494
Transform Wealth
Colorado
$297K -$17.8K -150 -6%
Heritage Investors Management Corp
495
Heritage Investors Management Corp
Maryland
$294K – – –
Baron Silver Stevens Financial Advisors
496
Baron Silver Stevens Financial Advisors
Florida
$293K – – –
Stock Yards Bank & Trust
497
Stock Yards Bank & Trust
Kentucky
$293K -$96.3K -810 -25%
Carnegie Investment Counsel
498
Carnegie Investment Counsel
Ohio
$289K – – –
Rockwood Wealth Management
499
Rockwood Wealth Management
Pennsylvania
$289K – – –
Private Trust Company
500
Private Trust Company
Ohio
$288K -$2.97K -25 -1%