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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Realta Investment Advisors
Delaware
$78K
LC
577
Lindbrook Capital
California
$76.3K
BL
578
Balentine LLC
Georgia
$75.2K -$11.7K -109 -13%
TAM
579
Townsend Asset Management
North Carolina
$73.2K
LFG
580
Larson Financial Group
Missouri
$68.5K +$9.62K +90 +15%
MIA
581
Milestone Investment Advisors
Wisconsin
$67.5K
WPWM
582
Western Pacific Wealth Management
Illinois
$67.3K
CFFP
583
Center for Financial Planning
Michigan
$66.6K
TIM
584
Tortoise Investment Management
New York
$66.2K
CIAS
585
Capital Investment Advisory Services
North Carolina
$62.9K -$7.7K -72 -10%
AWM
586
Abound Wealth Management
Tennessee
$62.7K -$4.7K -44 -7%
CSPIA
587
Cary Street Partners Investment Advisory
Virginia
$62.6K
PMFA
588
Plante Moran Financial Advisors
Michigan
$62.5K -$19.2K -180 -23%
RFA
589
Resurgent Financial Advisors
Georgia
$61.5K
ACA
590
Aptus Capital Advisors
Alabama
$61.4K
ITIM
591
Indiana Trust & Investment Management
Indiana
$60.6K +$64.1K +600 New
RW
592
RVW Wealth
California
$60.6K +$64.1K +600 New
FIA
593
FNY Investment Advisers
New York
$60K +$64.1K +600 New
CHC
594
City Holding Co
West Virginia
$59.5K
ANBT
595
American National Bank & Trust
Texas
$58.7K
EARNEST Partners
596
EARNEST Partners
Georgia
$56.6K +$49.2K +460 +455%
OC
597
Oakworth Capital
Alabama
$54.4K +$25.5K +239 +80%
RP
598
Rice Partnership
Hawaii
$53.3K
PWA
599
Provenance Wealth Advisors
Florida
$52.1K +$55.2K +516 New
RDIA
600
RE Dickinson Investment Advisors
Iowa
$52K