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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
526
Gen-Wealth Partners
Michigan
$251K – – –
HIM
527
Hanlon Investment Management
New Jersey
$251K +$252K +2,208 New
HWMA
528
Heritage Wealth Management (Arizona)
Arizona
$250K +$1.82K +16 +0.7%
HFO
529
Heritage Family Offices
Arizona
$250K +$251K +2,204 New
WPW
530
Waldron Private Wealth
Pennsylvania
$249K – – –
CFG
531
Cosner Financial Group
Colorado
$244K -$3.99K -35 -2%
PFA
532
Petra Financial Advisors
Colorado
$244K – – –
LA
533
LexAurum Advisors
Kansas
$244K – – –
FNBTCON
534
First National Bank & Trust Co of Newtown
Pennsylvania
$243K – – –
HNB
535
Hilltop National Bank
Wyoming
$240K – – –
JAG
536
Journey Advisory Group
Kentucky
$240K -$412K -3,613 -63%
CBTWT
537
Community Bank & Trust (Waco, Texas)
Texas
$238K – – –
DC
538
Destiny Capital
Colorado
$237K +$41.5K +364 +21%
CPC
539
Consolidated Planning Corp
Georgia
$237K – – –
PA
540
Parallel Advisors
California
$237K – – –
HI
541
Harbour Investments
Wisconsin
$237K -$4.22K -37 -2%
RWP
542
RWA Wealth Partners
Massachusetts
$236K – – –
AWM
543
Aprio Wealth Management
Georgia
$234K – – –
MSAM
544
Moloney Securities Asset Management
Missouri
$234K +$235K +2,061 New
Fayez Sarofim & Co
545
Fayez Sarofim & Co
Texas
$234K – – –
FCP
546
Fidelis Capital Partners
Florida
$234K +$13.5K +118 +6%
M
547
MOTCO
Texas
$233K -$405K -3,549 -63%
JWM
548
JPL Wealth Management
Colorado
$233K – – –
BCM
549
Beaumont Capital Management
Massachusetts
$232K +$233K +2,047 New
EA
550
Eclectic Associates
California
$232K – – –