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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
501
Insight Wealth Strategies
California
$209K +$408 +4 +0.2%
CAMG
502
CWA Asset Management Group
Florida
$206K -$344K -3,376 -61%
ACA
503
Anchor Capital Advisors
Massachusetts
$204K +$221K +2,163 New
HWMA
504
Heritage Wealth Management (Arizona)
Arizona
$200K +$918 +9 +0.4%
GCM
505
Gables Capital Management
Florida
$189K – – –
EARNEST Partners
506
EARNEST Partners
Georgia
$189K +$198K +1,940 +3,079%
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$180K – – –
GFP
508
Gryphon Financial Partners
Ohio
$167K +$180K +1,769 New
BFPW
509
BOK Financial Private Wealth
Colorado
$163K +$176K +1,729 New
MFC
510
Mechanics Financial Corp
Ohio
$159K -$21K -206 -11%
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$158K +$12.1K +119 +8%
FRA
512
Front Row Advisors
California
$157K +$2.55K +25 +2%
PP
513
PFS Partners
New Jersey
$141K – – –
JEST
514
JTC Employer Solutions Trustee
Jersey
$141K – – –
BSWA
515
Bromfield Sneider Wealth Advisors
Massachusetts
$136K – – –
WB
516
West Bancorporation
Iowa
$136K +$3.26K +32 +2%
ST
517
Smithfield Trust
Pennsylvania
$135K – – –
BTI
518
Blue Trust Inc
Georgia
$135K +$126K +1,235 New
HPC
519
HM Payson & Co
Maine
$133K +$119K +1,167 +486%
EI
520
Ellevest Inc
New York
$131K +$408 +4 +0.3%
JGIA
521
Jackson Grant Investment Advisers
Connecticut
$127K +$510 +5 +0.4%
SMA
522
Sage Mountain Advisors
Georgia
$126K – – –
DI
523
Disciplined Investments
Oklahoma
$124K +$16.8K +165 +14%
S
524
SignatureFD
Georgia
$115K -$24.9K -244 -17%
CWP
525
Concord Wealth Partners
Virginia
$115K +$510 +5 +0.4%