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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
ClientFirst Wealth Management
Arkansas
$282K +$288K +2,258 New
SC
552
Sapient Capital
Indiana
$281K +$287K +2,246 New
EW
553
Enzi Wealth
Texas
$281K
PIMG
554
Patriot Investment Management Group
Tennessee
$281K
AW
555
Apricus Wealth
South Carolina
$279K +$285K +2,236 New
HFO
556
Heritage Family Offices
Arizona
$279K +$1.4K +11 +0.5%
WPW
557
Waldron Private Wealth
Pennsylvania
$277K
HFS
558
Heritage Financial Services
Massachusetts
$277K +$35.5K +278 +14%
GWP
559
Gen-Wealth Partners
Michigan
$277K
VIA
560
Vickerman Investment Advisors
Washington
$276K
QWM
561
Quadcap Wealth Management
Texas
$275K -$113K -887 -29%
Jane Street
562
Jane Street
New York
$274K -$983K -7,701 -78%
HA
563
Huntleigh Advisors
Missouri
$273K +$279K +2,188 New
CFG
564
Cosner Financial Group
Colorado
$269K
PFA
565
Petra Financial Advisors
Colorado
$269K
LA
566
LexAurum Advisors
Kansas
$269K
VWA
567
VSM Wealth Advisory
Maryland
$268K +$274K +2,148 New
ICM
568
IMS Capital Management
Oregon
$268K
AF
569
Advisornet Financial
Minnesota
$267K -$15.4K -121 -5%
FCB
570
First County Bank
Connecticut
$266K
IA
571
Insight Advisors
Pennsylvania
$265K -$53.4K -418 -16%
HNB
572
Hilltop National Bank
Wyoming
$264K
LKWM
573
Lee-Kelleher Wealth Management
Maryland
$264K +$270K +2,112 New
EWA
574
EverSource Wealth Advisors
Alabama
$264K -$2.3K -18 -0.8%
RWP
575
RWA Wealth Partners
Massachusetts
$263K -$4.34K -34 -2%