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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
ClientFirst Wealth Management
Arkansas
$228K
IWS
527
Insight Wealth Strategies
California
$225K +$1.1K +11 +0.5%
ONB
528
Old National Bancorp
Indiana
$223K -$46.9K -470 -18%
M
529
MOTCO
Texas
$219K
PSF
530
Pacific Sun Financial
California
$218K -$20K -200 -8%
IAIM
531
International Assets Investment Management
Florida
$217K +$215K +2,158 New
PFA
532
Petra Financial Advisors
Colorado
$217K +$215K +2,150 New
SS
533
Sunbelt Securities
Texas
$213K +$211K +2,118 New
CBTWT
534
Community Bank & Trust (Waco, Texas)
Texas
$212K +$210K +2,104 New
MWM
535
Mascoma Wealth Management
New Hampshire
$212K -$15K -150 -7%
CPC
536
Consolidated Planning Corp
Georgia
$211K +$209K +2,090 New
BFM
537
Boston Financial Management
Massachusetts
$209K +$207K +2,077 New
CIC
538
Carnegie Investment Counsel
Ohio
$208K +$206K +2,061 New
Fayez Sarofim & Co
539
Fayez Sarofim & Co
Texas
$208K +$206K +2,060 New
SG
540
StoneX Group
New York
$207K -$20.9K -209 -9%
WWM
541
Western Wealth Management
Colorado
$207K -$252K -2,524 -55%
EA
542
Eclectic Associates
California
$206K +$204K +2,046 New
DAS
543
Dynamic Advisor Solutions
Arizona
$205K +$203K +2,035 New
PFO
544
Pathstone Family Office
New Jersey
$204K +$250K +2,500 New
MG
545
Mather Group
Illinois
$204K +$202K +2,021 New
AP
546
Appleton Partners
Massachusetts
$203K +$201K +2,012 New
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$202K +$200K +2,000 New
AWM
548
Aprio Wealth Management
Georgia
$200K +$198K +1,986 New
FRA
549
Front Row Advisors
California
$167K
ACA
550
Aptus Capital Advisors
Alabama
$167K