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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
526
Retirement Planning Company of New England
Rhode Island
$321K – – –
WC
527
Weil Company
California
$315K -$56.7K -444 -15%
BF
528
Bonfire Financial
Colorado
$314K +$321K +2,515 New
PWW
529
Pettyjohn Wood & White
Virginia
$312K -$44.7K -350 -12%
DC
530
Destiny Capital
Colorado
$312K +$7.92K +62 +3%
Empower Advisory Group
531
Empower Advisory Group
Colorado
$305K – – –
FRA
532
Frank Rimerman Advisors
California
$301K – – –
RFP
533
Root Financial Partners
California
$301K +$307K +2,406 New
RBC
534
Romano Brothers & Co
Illinois
$301K – – –
EFS
535
Essex Financial Services
Connecticut
$299K -$18.4K -144 -6%
CAM
536
Clarity Asset Management
Iowa
$299K -$4.85K -38 -2%
MKW
537
Mullaney, Keating & Wright
Connecticut
$298K -$125K -981 -29%
Heritage Investors Management Corp
538
Heritage Investors Management Corp
Maryland
$297K – – –
BSSFA
539
Baron Silver Stevens Financial Advisors
Florida
$297K – – –
BCG
540
Bravias Capital Group
New Jersey
$296K +$291K +2,279 New
TW
541
Transform Wealth
Colorado
$295K -$5.23K -41 -2%
IFO
542
Independent Family Office
New York
$294K -$95.7K -750 -24%
Carnegie Investment Counsel
543
Carnegie Investment Counsel
Ohio
$292K – – –
RWM
544
Rockwood Wealth Management
Pennsylvania
$290K – – –
CWC
545
Carolinas Wealth Consulting
North Carolina
$290K – – –
AE Wealth Management
546
AE Wealth Management
Kansas
$289K +$2.17K +17 +0.7%
VNA
547
Valley National Advisers
Pennsylvania
$289K – – –
PGA
548
Portland Global Advisors
Maine
$289K – – –
MSAM
549
Moloney Securities Asset Management
Missouri
$283K +$7.28K +57 +3%
Stock Yards Bank & Trust
550
Stock Yards Bank & Trust
Kentucky
$283K -$13.7K -107 -5%