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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
526
First National Bank & Trust Co of Newtown
Pennsylvania
$244K
RWP
527
RWA Wealth Partners
Massachusetts
$242K -$21.5K -209 -9%
IAIM
528
International Assets Investment Management
Florida
$242K -$2.47K -24 -1%
M
529
MOTCO
Texas
$240K
WPW
530
Waldron Private Wealth
Pennsylvania
$239K -$59.8K -582 -22%
GC
531
Garde Capital
Washington
$239K +$216K +2,096 New
CBTWT
532
Community Bank & Trust (Waco, Texas)
Texas
$239K +$216K +2,098 New
BHWM
533
Bar Harbor Wealth Management
New Hampshire
$239K
CPC
534
Consolidated Planning Corp
Georgia
$238K
HCM
535
HMS Capital Management
Tennessee
$236K
HAS
536
Holland Advisory Services
Florida
$236K -$76.3K -742 -26%
WWM
537
Western Wealth Management
Colorado
$234K +$1.03K +10 +0.5%
EA
538
Eclectic Associates
California
$233K
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K -$74K -720 -25%
ACM
540
AlphaStar Capital Management
North Carolina
$232K +$209K +2,033 New
NAS
541
NWF Advisory Services
California
$232K
DAS
542
Dynamic Advisor Solutions
Arizona
$232K -$1.75K -17 -0.8%
AB
543
Atlas Brown
Kentucky
$231K -$3.39K -33 -2%
MA
544
Mutual Advisors
Nebraska
$230K -$21.8K -212 -9%
Fayez Sarofim & Co
545
Fayez Sarofim & Co
Texas
$230K
IAA
546
Ironsides Asset Advisors
North Carolina
$228K -$206K -2,000 -50%
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$228K
AIA
548
Allied Investment Advisors
Montana
$227K +$205K +1,994 New
CD
549
Chapin Davis
Maryland
$227K
AWM
550
Aprio Wealth Management
Georgia
$227K +$309 +3 +0.2%