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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
576
Westwood Holdings Group
Texas
$202K +$182K +1,770 New
CIA
577
Compass Ion Advisors
Pennsylvania
$202K +$182K +1,770 New
NS
578
NBC Securities
Alabama
$201K +$103 +1 +0.1%
GCM
579
Gallacher Capital Management
Colorado
$201K +$181K +1,760 New
HGA
580
Hobbs Group Advisors
South Carolina
$192K +$173K +1,684 New
NP
581
NorthRock Partners
Minnesota
$191K +$172K +1,675 New
SSB
582
Sandy Spring Bank
Maryland
$191K -$5.45K -53 -3%
MSWM
583
McGlone Suttner Wealth Management
Wisconsin
$186K +$168K +1,633 New
GEA
584
Glen Eagle Advisors
New Jersey
$186K
National Bank of Canada
585
National Bank of Canada
Quebec, Canada
$185K
HPC
586
HM Payson & Co
Maine
$173K
JEST
587
JTC Employer Solutions Trustee
Jersey
$172K
KFI
588
Key Financial Inc
Pennsylvania
$169K
BSWA
589
Bromfield Sneider Wealth Advisors
Massachusetts
$164K
VWM
590
Venturi Wealth Management
Texas
$162K +$146K +1,421 New
ST
591
Smithfield Trust
Pennsylvania
$162K
MWM
592
Mascoma Wealth Management
New Hampshire
$159K -$65.6K -638 -31%
JGIA
593
Jackson Grant Investment Advisers
Connecticut
$158K +$720 +7 +0.5%
SMA
594
Sage Mountain Advisors
Georgia
$153K
GBT
595
Grove Bank & Trust
Florida
$149K -$39.1K -380 -23%
RIL
596
Rothschild Investment LLC
Illinois
$147K +$133K +1,290 New
FRA
597
Front Row Advisors
California
$146K
BFEC
598
Benjamin F. Edwards & Company
Missouri
$146K +$21.5K +209 +19%
GWM
599
Geneos Wealth Management
Colorado
$146K +$51.2K +498 +64%
MIM
600
Macroview Investment Management
Maryland
$143K +$2.98K +29 +2%