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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
AlphaStar Capital Management
North Carolina
$232K +$1.03K +9 +0.4%
BHWM
552
Bar Harbor Wealth Management
New Hampshire
$231K -$570 -5 -0.2%
PP
553
Pegasus Partners
Wisconsin
$231K -$45.3K -397 -16%
NAS
554
NWF Advisory Services
California
$231K – – –
Marshall Wace
555
Marshall Wace
United Kingdom
$230K +$231K +2,028 New
WCP
556
Wick Capital Partners
Pennsylvania
$230K – – –
WWM
557
Western Wealth Management
Colorado
$229K -$2.4K -21 -1%
PIM
558
Penobscot Investment Management
Massachusetts
$229K – – –
RSWM
559
Robertson Stephens Wealth Management
California
$227K -$3.08K -27 -1%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$227K – – –
DIP
561
DT Investment Partners
Pennsylvania
$227K – – –
SSB
562
Sandy Spring Bank
Maryland
$226K -$35.7K -313 -14%
AIA
563
Allied Investment Advisors
Montana
$226K – – –
CD
564
Chapin Davis
Maryland
$226K – – –
BCM
565
Brookstone Capital Management
Illinois
$224K -$18.3K -160 -8%
NW
566
NewEdge Wealth
Pennsylvania
$224K – – –
BFM
567
Boston Financial Management
Massachusetts
$221K – – –
Millennium Management
568
Millennium Management
New York
$221K +$222K +1,946 New
RA
569
Ruggaard & Associates
Ohio
$221K +$114 +1 +0.1%
HFS
570
Heritage Financial Services
Massachusetts
$220K – – –
KV
571
Kickstand Ventures
New York
$218K +$219K +1,921 New
VFG
572
V2 Financial group
Illinois
$218K – – –
DIA
573
Dana Investment Advisors
Wisconsin
$217K -$78.4K -687 -26%
IAIM
574
International Assets Investment Management
Florida
$215K -$24K -210 -10%
TWP
575
Tyche Wealth Partners
Texas
$215K – – –