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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
551
Bogart Wealth LLC
Virginia
$118K
MFC
552
Mechanics Financial Corp
Ohio
$116K
AC
553
AlphaCore Capital
California
$116K
BAAM
554
Baker Avenue Asset Management
California
$110K
BFEC
555
Benjamin F. Edwards & Company
Missouri
$109K
BFPW
556
BOK Financial Private Wealth
Colorado
$108K
BTI
557
Blue Trust Inc
Georgia
$106K
Russell Investments Group
558
Russell Investments Group
United Kingdom
$104K
LWANC
559
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
CWP
560
Concord Wealth Partners
Virginia
$101K
CT
561
Clearstead Trust
Maine
$101K +$69.5K +650 +185%
TFGT
562
TS Financial Group (TSFG)
Illinois
$92K +$20.3K +190 +26%
AFG
563
Albion Financial Group
Utah
$90.8K
CT
564
Cambridge Trust
Massachusetts
$90.5K -$163K -1,522 -63%
PA
565
Parallel Advisors
California
$90.5K -$8.23K -77 -8%
Kayne Anderson Rudnick Investment Management
566
Kayne Anderson Rudnick Investment Management
California
$88.9K -$6.73K -63 -7%
SAM
567
S.A. Mason
Michigan
$88.8K
HGERS
568
Householder Group Estate & Retirement Specialist
Arizona
$88.5K +$93.7K +877 New
SIC
569
Salem Investment Counselors
North Carolina
$87.5K
CB
570
Centennial Bank
Arkansas
$84.5K
CIA
571
Choate Investment Advisors
Massachusetts
$83.8K
DAC
572
Dividend Assets Capital
South Carolina
$83K
DFA
573
DHJJ Financial Advisors
Illinois
$80.5K +$85.3K +798 New
CYG
574
Clean Yield Group
Vermont
$80.4K +$85.5K +800 New
GWM
575
Geneos Wealth Management
Colorado
$78.6K