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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
526
Appleton Partners
Massachusetts
$215K
MWM
527
Mascoma Wealth Management
New Hampshire
$214K -$16.9K -166 -8%
PGFC
528
Peapack-Gladstone Financial Corp
New Jersey
$214K
TSW
529
Thompson Siegel & Walmsley
Virginia
$214K +$75.2K +740 +59%
SWA
530
Stratos Wealth Advisors
Ohio
$214K +$203K +1,996 New
CD
531
Chapin Davis
Maryland
$213K
AWM
532
Aprio Wealth Management
Georgia
$213K +$203 +2 +0.1%
MSWM
533
McGlone Suttner Wealth Management
Wisconsin
$212K +$201K +1,979 New
MW
534
MBL Wealth
North Carolina
$209K
BFM
535
Boston Financial Management
Massachusetts
$209K -$11.1K -109 -5%
RA
536
Ruggaard & Associates
Ohio
$208K +$197K +1,942 New
RRC
537
Relaxing Retirement Coach
Massachusetts
$208K +$197K +1,940 New
PGA
538
Portland Global Advisors
Maine
$207K +$196K +1,934 New
RMDI
539
R.M. Davis Inc
Maine
$206K +$195K +1,923 New
RWP
540
Revolve Wealth Partners
New Jersey
$206K +$195K +1,919 New
MWM
541
Mission Wealth Management
California
$205K +$194K +1,913 New
KFAA
542
Klaas Financial Asset Advisors
Illinois
$200K +$190K +1,870 New
SSB
543
Sandy Spring Bank
Maryland
$179K
National Bank of Canada
544
National Bank of Canada
Quebec, Canada
$175K
GEA
545
Glen Eagle Advisors
New Jersey
$175K +$35.6K +350 +27%
HPC
546
HM Payson & Co
Maine
$163K -$10.8K -106 -7%
FRA
547
Front Row Advisors
California
$162K -$7.62K -75 -5%
GCM
548
Gables Capital Management
Florida
$161K
PP
549
PFS Partners
New Jersey
$160K
JEST
550
JTC Employer Solutions Trustee
Jersey
$160K