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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
576
Community Bank & Trust (Waco, Texas)
Texas
$262K
PA
577
Parallel Advisors
California
$261K
CFG
578
Clayton Financial Group
Missouri
$261K -$8.94K -70 -3%
AWM
579
Aprio Wealth Management
Georgia
$259K +$128 +1 +0%
HWM
580
Horizon Wealth Management
Illinois
$258K +$264K +2,068 New
WCP
581
Wick Capital Partners
Pennsylvania
$258K +$4.47K +35 +2%
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$42.1K -330 -14%
SMA
583
Sage Mountain Advisors
Georgia
$257K
MG
584
Mather Group
Illinois
$257K -$11.7K -92 -4%
JWM
585
JPL Wealth Management
Colorado
$257K +$262K +2,053 New
BCM
586
Brookstone Capital Management
Illinois
$256K +$23.9K +187 +10%
EA
587
Eclectic Associates
California
$256K
FMWA
588
Forvis Mazars Wealth Advisors
Missouri
$256K +$128 +1 +0%
BHWM
589
Bar Harbor Wealth Management
New Hampshire
$254K -$511 -4 -0.2%
TF
590
TME Financial
California
$254K +$262K +2,055 New
WWM
591
Western Wealth Management
Colorado
$253K
FCP
592
Fidelis Capital Partners
Florida
$253K -$9.96K -78 -4%
BDWCC
593
B&D White Capital Company
Texas
$251K -$1.03M -8,092 -80%
PGFC
594
Peapack-Gladstone Financial Corp
New Jersey
$250K
DIP
595
DT Investment Partners
Pennsylvania
$250K
SA
596
Sunesis Advisors
Kansas
$247K
Kayne Anderson Rudnick Investment Management
597
Kayne Anderson Rudnick Investment Management
California
$247K +$132K +1,036 +110%
SFC
598
Strategic Financial Concepts
Texas
$247K +$252K +1,974 New
EI
599
Ellevest Inc
New York
$247K -$92.2K -722 -27%
CD
600
Chapin Davis
Maryland
$246K