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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
501
Haverford Trust Company
Pennsylvania
$276K
AWM
502
AE Wealth Management
Kansas
$274K -$15.9K -139 -5%
RBC
503
Romano Brothers & Co
Illinois
$274K
CAM
504
Clarity Asset Management
Iowa
$274K +$1.25K +11 +0.5%
FRA
505
Frank Rimerman Advisors
California
$274K
KIA
506
KCM Investment Advisors
California
$271K
Empower Advisory Group
507
Empower Advisory Group
Colorado
$271K -$131K -1,150 -32%
HIMC
508
Heritage Investors Management Corp
Maryland
$270K
BSSFA
509
Baron Silver Stevens Financial Advisors
Florida
$269K
QCM
510
QRG Capital Management
Illinois
$269K -$1.37K -12 -0.5%
CWC
511
Carolinas Wealth Consulting
North Carolina
$268K +$128K +1,119 +90%
DAS
512
Dynamic Advisor Solutions
Arizona
$268K -$61.3K -537 -19%
PTC
513
Private Trust Company
Ohio
$267K
CIC
514
Carnegie Investment Counsel
Ohio
$265K -$1.47M -12,921 -85%
RWM
515
Rockwood Wealth Management
Pennsylvania
$265K
PGA
516
Portland Global Advisors
Maine
$265K
VNA
517
Valley National Advisers
Pennsylvania
$265K -$2.85K -25 -1%
AP
518
Appleton Partners
Massachusetts
$265K +$48.5K +425 +22%
MWM
519
Mattern Wealth Management
Kansas
$262K
ICM
520
IMS Capital Management
Oregon
$256K
SA
521
Sunesis Advisors
Kansas
$256K -$39K -342 -13%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$255K +$16.2K +142 +7%
PIMG
523
Patriot Investment Management Group
Tennessee
$255K
IP
524
Ignite Planners
California
$255K +$259K +2,271 New
VIA
525
Vickerman Investment Advisors
Washington
$252K -$1.94K -17 -0.8%