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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
526
Dynamic Advisor Solutions
Arizona
$261K -$29.4K -247 -10%
ACM
527
AlphaStar Capital Management
North Carolina
$259K +$6.3K +53 +3%
CBTWT
528
Community Bank & Trust (Waco, Texas)
Texas
$259K
CPC
529
Consolidated Planning Corp
Georgia
$258K
PA
530
Parallel Advisors
California
$258K
AWM
531
Aprio Wealth Management
Georgia
$256K +$238 +2 +0.1%
FCP
532
Fidelis Capital Partners
Florida
$255K
Fayez Sarofim & Co
533
Fayez Sarofim & Co
Texas
$255K
SMA
534
Sage Mountain Advisors
Georgia
$254K +$85.2K +717 +54%
M
535
MOTCO
Texas
$254K
EA
536
Eclectic Associates
California
$253K
FMWA
537
Forvis Mazars Wealth Advisors
Missouri
$253K -$24.5K -206 -9%
BHWM
538
Bar Harbor Wealth Management
New Hampshire
$252K
PP
539
Pegasus Partners
Wisconsin
$252K
FA
540
FSA Advisors
Michigan
$251K +$242K +2,032 New
WCP
541
Wick Capital Partners
Pennsylvania
$250K
WWM
542
Western Wealth Management
Colorado
$250K +$238 +2 +0.1%
DIP
543
DT Investment Partners
Pennsylvania
$247K
PGFC
544
Peapack-Gladstone Financial Corp
New Jersey
$247K
SSB
545
Sandy Spring Bank
Maryland
$246K
CD
546
Chapin Davis
Maryland
$246K
SA
547
Sunesis Advisors
Kansas
$244K -$32.9K -277 -12%
NW
548
NewEdge Wealth
Pennsylvania
$244K
S
549
SignatureFD
Georgia
$242K -$58.4K -491 -20%
MWM
550
Mattern Wealth Management
Kansas
$241K -$42.4K -357 -15%