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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
501
Bank of New Hampshire
New Hampshire
$261K +$17.6K +176 +7%
IWC
502
Integrated Wealth Concepts
Massachusetts
$259K +$256K +2,568 New
IA
503
Insight Advisors
Pennsylvania
$258K +$200 +2 +0.1%
LWM
504
Laidlaw Wealth Management
New York
$258K -$999 -10 -0.4%
WH
505
Willner & Heller
California
$255K +$3.1K +31 +1%
AHB
506
Abner Herrman & Brock
New Jersey
$252K
NCM
507
Narwhal Capital Management
Georgia
$252K
VNA
508
Valley National Advisers
Pennsylvania
$250K
JWM
509
JFG Wealth Management
Colorado
$249K
PIMG
510
Patriot Investment Management Group
Tennessee
$248K +$599 +6 +0.3%
RWM
511
Rockwood Wealth Management
Pennsylvania
$247K +$2.9K +29 +1%
BHWM
512
Bar Harbor Wealth Management
New Hampshire
$247K
FMWA
513
Forvis Mazars Wealth Advisors
Missouri
$246K -$899 -9 -0.4%
ICM
514
IMS Capital Management
Oregon
$245K
CWS
515
Confluence Wealth Services
Pennsylvania
$244K +$242K +2,424 New
BSSFA
516
Baron Silver Stevens Financial Advisors
Florida
$244K +$242K +2,420 New
AWA
517
Arete Wealth Advisors
Illinois
$243K -$34.7K -348 -13%
FRA
518
Frank Rimerman Advisors
California
$243K
HIMC
519
Heritage Investors Management Corp
Maryland
$242K
GA
520
Goldstein Advisors
Wisconsin
$241K +$238K +2,387 New
Brown Advisory
521
Brown Advisory
Maryland
$241K +$7.79K +78 +3%
KPWS
522
Kestra Private Wealth Services
Texas
$234K +$899 +9 +0.4%
PSCM
523
Per Stirling Capital Management
Texas
$232K +$230K +2,299 New
T
524
TNF
Montana
$230K +$202K +2,021 New
FCB
525
First County Bank
Connecticut
$229K +$227K +2,274 New