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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
501
Bellwether Advisors
Nebraska
$387K +$23.6K +167 +7%
KAS
502
KPP Advisory Services
Kentucky
$387K – – –
SG
503
StoneX Group
New York
$386K -$172K -1,213 -32%
SWM
504
Spire Wealth Management
Virginia
$383K -$22.6K -160 -6%
ACA
505
Aptus Capital Advisors
Alabama
$383K +$41.9K +296 +13%
KL
506
KWMG LLC
Kansas
$382K -$42.6K -301 -10%
WWM
507
Western Wealth Management
Colorado
$381K -$12.4K -88 -3%
BB
508
Busey Bank
Illinois
$377K – – –
EWA
509
EverSource Wealth Advisors
Alabama
$374K -$98.8K -698 -22%
GFP
510
Gryphon Financial Partners
Ohio
$373K – – –
IWM
511
IHT Wealth Management
Illinois
$372K -$66.6K -471 -16%
BF
512
Bonfire Financial
Colorado
$372K – – –
BW
513
BIP Wealth
Georgia
$369K +$21.2K +150 +6%
RB
514
Renasant Bank
Mississippi
$369K -$70.7K -500 -17%
MA
515
MKT Advisors
California
$366K – – –
SAI
516
Savvy Advisors Inc
New York
$364K +$349K +2,465 New
FT
517
Fiduciary Trust
Massachusetts
$363K -$13K -92 -4%
CAM
518
Clarity Asset Management
Iowa
$362K +$1.13K +8 +0.3%
Fayez Sarofim & Co
519
Fayez Sarofim & Co
Texas
$361K – – –
CWS
520
Confluence Wealth Services
Pennsylvania
$359K +$29K +205 +9%
V
521
VeraBank
Texas
$357K – – –
RWM
522
Ritholtz Wealth Management
New York
$355K – – –
Russell Investments Group
523
Russell Investments Group
United Kingdom
$355K +$5.52K +39 +2%
HTC
524
Haverford Trust Company
Pennsylvania
$352K -$35.7K -252 -10%
GWP
525
Gen-Wealth Partners
Michigan
$348K – – –