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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
501
Global Retirement Partners
California
$252K +$274K +2,535 New
RWM
502
Rockwood Wealth Management
Pennsylvania
$250K +$863 +8 +0.4%
M
503
MOTCO
Texas
$249K -$29.6K -274 -11%
PIMG
504
Patriot Investment Management Group
Tennessee
$249K +$3.88K +36 +2%
CWM
505
ClientFirst Wealth Management
Arkansas
$248K
TCA
506
Transcend Capital Advisors
New Jersey
$248K +$244K +2,260 New
IWS
507
Insight Wealth Strategies
California
$243K +$239K +2,214 New
PP
508
Pegasus Partners
Wisconsin
$241K +$238K +2,202 New
CT
509
Cambridge Trust
Massachusetts
$240K +$204K +1,889 +630%
MA
510
MAS Advisors
Florida
$236K -$35.7K -331 -13%
SS
511
Sunbelt Securities
Texas
$235K
CSIC
512
Clifford Swan Investment Counsel
California
$232K -$48.4K -448 -17%
HWMA
513
Heritage Wealth Management (Arizona)
Arizona
$232K +$228K +2,112 New
CBTWT
514
Community Bank & Trust (Waco, Texas)
Texas
$231K
CPC
515
Consolidated Planning Corp
Georgia
$229K
CIC
516
Carnegie Investment Counsel
Ohio
$226K
Fayez Sarofim & Co
517
Fayez Sarofim & Co
Texas
$226K
Brown Advisory
518
Brown Advisory
Maryland
$224K -$15.2K -141 -6%
EA
519
Eclectic Associates
California
$224K
CT
520
Columbia Trust
Oregon
$223K +$224K +2,079 New
MG
521
Mather Group
Illinois
$221K +$6.26K +58 +3%
RDFA
522
Ritter Daniher Financial Advisory
Ohio
$220K +$137K +1,265 +170%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$219K -$15.4K -143 -7%
GCM
524
Gables Capital Management
Florida
$219K
DAS
525
Dynamic Advisor Solutions
Arizona
$219K +$216K +2,001 New