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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
601
Turning Point Benefit Group
Maryland
$240K -$413K -3,295 -59%
QWM
602
Quadcap Wealth Management
Texas
$240K -$25K -200 -9%
DIP
603
DT Investment Partners
Pennsylvania
$239K
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$239K
Russell Investments Group
605
Russell Investments Group
United Kingdom
$239K +$90.7K +724 +57%
CD
606
Chapin Davis
Maryland
$239K
HA
607
Huntleigh Advisors
Missouri
$238K -$24.7K -197 -9%
SA
608
Sunesis Advisors
Kansas
$237K
EI
609
Ellevest Inc
New York
$236K +$125 +1 +0.1%
FMWA
610
Forvis Mazars Wealth Advisors
Missouri
$236K -$8.89K -71 -3%
MWM
611
Mattern Wealth Management
Kansas
$234K
National Bank of Canada
612
National Bank of Canada
Quebec, Canada
$234K +$18.5K +148 +8%
SFC
613
Strategic Financial Concepts
Texas
$232K -$5.01K -40 -2%
AAS
614
Ameritas Advisory Services
Nebraska
$231K -$382K -3,054 -62%
IAIM
615
International Assets Investment Management
Florida
$231K +$250 +2 +0.1%
SF
616
Summit Financial
New Jersey
$229K +$240K +1,915 New
S
617
SignatureFD
Georgia
$229K
BA
618
Bellwether Advisors
Nebraska
$229K +$48.3K +386 +25%
SC
619
Sapient Capital
Indiana
$229K -$42.1K -336 -15%
AIA
620
Allied Investment Advisors
Montana
$229K
EWA
621
EverSource Wealth Advisors
Alabama
$228K -$25.8K -206 -10%
MWM
622
Meridian Wealth Management
Kentucky
$227K +$3.13K +25 +1%
LSIA
623
LaSalle St. Investment Advisors
Illinois
$226K +$626 +5 +0.3%
ECM
624
Evergreen Capital Management
Washington
$225K -$6.89K -55 -3%
CPC
625
Consolidated Planning Corp
Georgia
$225K