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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Harbour Investments
526
Harbour Investments
Wisconsin
$251K -$5.63K -50 -2%
HNB
527
Hilltop National Bank
Wyoming
$250K +$238K +2,116 New
Forvis Mazars Wealth Advisors
528
Forvis Mazars Wealth Advisors
Missouri
$249K -$15.8K -140 -6%
CBTWT
529
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
CPC
530
Consolidated Planning Corp
Georgia
$247K – – –
IAIM
531
International Assets Investment Management
Florida
$247K -$1.58K -14 -0.7%
GC
532
Garde Capital
Washington
$247K – – –
Parallel Advisors
533
Parallel Advisors
California
$247K +$113K +1,000 +92%
RWA Wealth Partners
534
RWA Wealth Partners
Massachusetts
$246K -$4.95K -44 -2%
HAS
535
Holland Advisory Services
Florida
$246K +$788 +7 +0.3%
AWM
536
Aprio Wealth Management
Georgia
$244K +$8.45K +75 +4%
LWM
537
Lyell Wealth Management
California
$244K -$31K -275 -12%
Fayez Sarofim & Co
538
Fayez Sarofim & Co
Texas
$244K – – –
JWM
539
JPL Wealth Management
Colorado
$243K +$231K +2,053 New
EA
540
Eclectic Associates
California
$242K – – –
BHWM
541
Bar Harbor Wealth Management
New Hampshire
$242K -$5.41K -48 -2%
Western Wealth Management
542
Western Wealth Management
Colorado
$242K -$788 -7 -0.3%
EPW
543
Evergreen Private Wealth
Colorado
$242K -$179K -1,587 -44%
ACM
544
AlphaStar Capital Management
North Carolina
$240K – – –
NAS
545
NWF Advisory Services
California
$240K – – –
Robertson Stephens Wealth Management
546
Robertson Stephens Wealth Management
California
$240K -$389K -3,454 -63%
WCP
547
Wick Capital Partners
Pennsylvania
$240K +$228K +2,026 New
Brookstone Capital Management
548
Brookstone Capital Management
Illinois
$239K -$24K -213 -10%
PIM
549
Penobscot Investment Management
Massachusetts
$239K -$49.5K -440 -18%
Peapack-Gladstone Financial Corp
550
Peapack-Gladstone Financial Corp
New Jersey
$237K – – –