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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
Salem Investment Counselors
North Carolina
$153K +$55.9K +490 +57%
SMA
602
Sage Mountain Advisors
Georgia
$152K
BFEC
603
Benjamin F. Edwards & Company
Missouri
$151K
MIM
604
Macroview Investment Management
Maryland
$150K +$4.33K +38 +3%
GBT
605
Grove Bank & Trust
Florida
$148K
FRA
606
Front Row Advisors
California
$146K
GEA
607
Glen Eagle Advisors
New Jersey
$140K -$39.9K -350 -22%
PP
608
PFS Partners
New Jersey
$138K
TFM
609
TFC Financial Management
Massachusetts
$136K
MFC
610
Mechanics Financial Corp
Ohio
$136K
LB
611
Legacy Bridge
Iowa
$134K
LI
612
LRI Investments
Florida
$134K
MSG
613
Main Street Group
Virginia
$133K
BWL
614
Bogart Wealth LLC
Virginia
$132K -$3.19K -28 -2%
MHR
615
Matthew Hamilton Rosenberg
$127K +$129K +1,131 New
Russell Investments Group
616
Russell Investments Group
United Kingdom
$125K -$1.48K -13 -1%
AC
617
AlphaCore Capital
California
$124K
CA
618
Continuum Advisory
Idaho
$121K
BTI
619
Blue Trust Inc
Georgia
$117K
CWP
620
Concord Wealth Partners
Virginia
$116K +$570 +5 +0.5%
BMC
621
Bear Mountain Capital
Washington
$116K
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$115K +$4.68K +41 +4%
BONH
623
Bank of New Hampshire
New Hampshire
$114K
FFA
624
Farther Finance Advisors
California
$113K +$456 +4 +0.4%
RIL
625
Rothschild Investment LLC
Illinois
$107K -$39.9K -350 -27%