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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
551
Confluence Wealth Services
Pennsylvania
$295K -$34.2K -250 -10%
WPW
552
Waldron Private Wealth
Pennsylvania
$294K
MG
553
Mather Group
Illinois
$291K
BCG
554
Bravias Capital Group
New Jersey
$287K +$137 +1 +0%
FHC
555
First Heartland Consultants
Missouri
$287K
AC
556
Apella Capital
Connecticut
$286K +$277K +2,024 New
BI
557
Breachway Investments
Rhode Island
$286K -$11K -80 -4%
EW
558
Enzi Wealth
Texas
$286K
PFA
559
Petra Financial Advisors
Colorado
$285K
VWA
560
VSM Wealth Advisory
Maryland
$285K
GA
561
Greenspring Advisors
Maryland
$284K +$294K +2,145 New
BF
562
Blankinship & Foster
California
$281K
HNB
563
Hilltop National Bank
Wyoming
$280K
RPCONE
564
Retirement Planning Company of New England
Rhode Island
$280K +$41.1K +300 +17%
CBTWT
565
Community Bank & Trust (Waco, Texas)
Texas
$278K
CG
566
Caprock Group
Idaho
$277K
BTI
567
Blue Trust Inc
Georgia
$275K -$15.9K -116 -5%
NS
568
NBC Securities
Alabama
$275K +$10.3K +75 +4%
IAIM
569
International Assets Investment Management
Florida
$275K +$28.6K +209 +11%
AI
570
Accredited Investors
Minnesota
$274K
HWM
571
Horizon Wealth Management
Illinois
$274K
WCP
572
Wick Capital Partners
Pennsylvania
$273K
CIC
573
Carnegie Investment Counsel
Ohio
$273K -$38.1K -278 -12%
JWM
574
JPL Wealth Management
Colorado
$272K
National Bank of Canada
575
National Bank of Canada
Quebec, Canada
$272K -$13.7K -100 -5%