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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Sugarloaf Wealth Management
Georgia
$16K – – –
Bogart Wealth LLC
577
Bogart Wealth LLC
Virginia
$15K -$5.15K -49 -25%
RCM
578
Rain Capital Management
Oregon
$15K – – –
Balentine LLC
579
Balentine LLC
Georgia
$14K +$14.3K +136 New
LAS
580
Lloyd Advisory Services
Georgia
$13K – – –
SBL
581
Sargent Bickham Lagudis
Colorado
$13K – – –
LS
582
Leelyn Smith
Illinois
$12K – – –
LWA
583
Lenox Wealth Advisors
New York
$12K – – –
Spire Wealth Management
584
Spire Wealth Management
Virginia
$11K – – –
BCMIO
585
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$10.2K +97 New
CG
586
Cutler Group
California
$10K +$10.5K +100 New
GLLW
587
Graves Light Lenhart Wealth
Virginia
$9K – – –
PCTC
588
Perkins Coie Trust Company
Washington
$9K – – –
TF
589
Tompkins Financial
New York
$9K +$9.25K +88 New
JPLA
590
Joseph P. Lucia & Associates
New York
$8K – – –
MFT
591
Moisand Fitzgerald Tamayo
Florida
$8K – – –
O'Shaughnessy Asset Management
592
O'Shaughnessy Asset Management
Connecticut
$8K – – –
Parallel Advisors
593
Parallel Advisors
California
$8K +$8.09K +77 New
MCM
594
MV Capital Management
Maryland
$7K – – –
TFM
595
TFC Financial Management
Massachusetts
$6K – – –
KFS
596
Kelly Financial Services
Massachusetts
$5.14K – – –
UFF
597
USA Financial Formulas
Michigan
$5K -$2.52K -24 -33%
RMC
598
Resources Management Corp
Connecticut
$5K – – –
TCWM
599
Total Clarity Wealth Management
Illinois
$5K +$5.04K +48 New
HWA
600
HHM Wealth Advisors
Tennessee
$5K +$5.57K +53 New