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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Forvis Mazars Wealth Advisors
501
Forvis Mazars Wealth Advisors
Missouri
$251K +$107 +1 +0%
ICM
502
IMS Capital Management
Oregon
$250K – – –
Confluence Wealth Services
503
Confluence Wealth Services
Pennsylvania
$249K – – –
AWA
504
Arete Wealth Advisors
Illinois
$249K +$214 +2 +0.1%
Independent Advisor Alliance
505
Independent Advisor Alliance
North Carolina
$249K +$259K +2,421 New
BSSFA
506
Baron Silver Stevens Financial Advisors
Florida
$249K – – –
FRA
507
Frank Rimerman Advisors
California
$248K – – –
Anchor Capital Advisors
508
Anchor Capital Advisors
Massachusetts
$246K -$699K -6,545 -73%
KIA
509
KCM Investment Advisors
California
$246K +$255K +2,390 New
Brown Advisory
510
Brown Advisory
Maryland
$245K – – –
Heritage Investors Management Corp
511
Heritage Investors Management Corp
Maryland
$245K -$2.24K -21 -0.9%
WB
512
West Bancorporation
Iowa
$244K +$253K +2,371 New
VNA
513
Valley National Advisers
Pennsylvania
$238K – – –
SCA
514
Snowden Capital Advisors
New York
$236K -$57.6K -539 -19%
Kestra Private Wealth Services
515
Kestra Private Wealth Services
Texas
$234K -$4.59K -43 -2%
BONH
516
Bank of New Hampshire
New Hampshire
$232K -$35.5K -332 -13%
ZF
517
Zhang Financial
Michigan
$232K -$57.4K -537 -19%
PIMG
518
Patriot Investment Management Group
Tennessee
$231K – – –
IWS
519
Insight Wealth Strategies
California
$230K +$534 +5 +0.2%
NSG
520
Nalls Sherbakoff Group
Tennessee
$229K +$242K +2,264 New
CWM
521
ClientFirst Wealth Management
Arkansas
$229K – – –
Old National Bancorp
522
Old National Bancorp
Indiana
$227K – – –
W
523
WealthOne
New York
$226K +$235K +2,199 New
Waldron Private Wealth
524
Waldron Private Wealth
Pennsylvania
$226K -$414K -3,870 -64%
Haverford Trust Company
525
Haverford Trust Company
Pennsylvania
$224K -$79.3K -742 -25%