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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
551
Valley National Advisers
Pennsylvania
$305K +$302K +2,320 New
PGA
552
Portland Global Advisors
Maine
$304K
AMG
553
Advisors Management Group
Wisconsin
$304K -$35.1K -270 -10%
TFS
554
Thoroughbred Financial Services
Tennessee
$299K -$63.5K -488 -18%
HFO
555
Heritage Family Offices
Arizona
$299K +$1.82K +14 +0.6%
EW
556
Enzi Wealth
Texas
$298K
GFP
557
Guardian Financial Partners
California
$298K +$294K +2,262 New
Russell Investments Group
558
Russell Investments Group
United Kingdom
$297K -$16K -123 -5%
CWM
559
ClientFirst Wealth Management
Arkansas
$297K
PCIA
560
Prime Capital Investment Advisors
Kansas
$296K +$3.38K +26 +1%
PIMG
561
Patriot Investment Management Group
Tennessee
$295K
BCM
562
Brookstone Capital Management
Illinois
$294K -$15.5K -119 -5%
BI
563
Breachway Investments
Rhode Island
$293K +$290K +2,230 New
WPW
564
Waldron Private Wealth
Pennsylvania
$292K
UCB
565
United Community Bank
South Carolina
$291K
AFA
566
Alpha Financial Advisors
North Carolina
$291K -$15.9K -122 -5%
MG
567
Mather Group
Illinois
$289K +$18.4K +141 +7%
KWA
568
Kingswood Wealth Advisors
California
$288K -$8.85K -68 -3%
BTI
569
Blue Trust Inc
Georgia
$288K +$138K +1,058 +93%
SIS
570
Sound Income Strategies
Florida
$286K +$5.47K +42 +2%
BCG
571
Bravias Capital Group
New Jersey
$285K +$521 +4 +0.2%
FHC
572
First Heartland Consultants
Missouri
$285K -$20.8K -160 -7%
HNWA
573
Henrickson Nauta Wealth Advisors
Michigan
$285K +$272K +2,086 New
National Bank of Canada
574
National Bank of Canada
Quebec, Canada
$283K +$26K +200 +10%
PFA
575
Petra Financial Advisors
Colorado
$283K