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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
551
HM Payson & Co
Maine
$167K
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$33.4K +313 +24%
CT
553
Cambridge Trust
Massachusetts
$165K -$218K -2,036 -56%
FRA
554
Front Row Advisors
California
$163K -$8.01K -75 -5%
GCM
555
Gables Capital Management
Florida
$154K
JEST
556
JTC Employer Solutions Trustee
Jersey
$154K
PP
557
PFS Partners
New Jersey
$154K
BSWA
558
Bromfield Sneider Wealth Advisors
Massachusetts
$148K
ST
559
Smithfield Trust
Pennsylvania
$146K
EI
560
Ellevest Inc
New York
$143K
JGIA
561
Jackson Grant Investment Advisers
Connecticut
$140K +$748 +7 +0.5%
MIM
562
Macroview Investment Management
Maryland
$139K +$7.37K +69 +5%
SMA
563
Sage Mountain Advisors
Georgia
$138K
WP
564
WealthPLAN Partners
Nebraska
$134K +$139K +1,302 New
GEA
565
Glen Eagle Advisors
New Jersey
$132K +$44.9K +420 +49%
KFI
566
Key Financial Inc
Pennsylvania
$130K +$66.6K +623 +96%
TSW
567
Thompson Siegel & Walmsley
Virginia
$129K -$706K -6,609 -84%
BAAM
568
Baker Avenue Asset Management
California
$127K +$27.4K +256 +26%
QCG
569
Quadrant Capital Group
Ohio
$127K +$19.2K +180 +17%
S
570
SignatureFD
Georgia
$125K
TFM
571
TFC Financial Management
Massachusetts
$123K +$107 +1 +0.1%
EARNEST Partners
572
EARNEST Partners
Georgia
$123K -$289K -2,705 -69%
LB
573
Legacy Bridge
Iowa
$122K
BWL
574
Bogart Wealth LLC
Virginia
$120K +$109K +1,024 +726%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$118K +$21.6K +202 +21%