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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
626
MBL Wealth
North Carolina
$251K -$7.07K -50 -3%
AA
627
Aufman Associates
Pennsylvania
$251K -$23.3K -165 -9%
FCB
628
First County Bank
Connecticut
$251K – – –
FCCM
629
First City Capital Management
Georgia
$250K – – –
CAM
630
Clark Asset Management
New Hampshire
$249K – – –
VW
631
Veridan Wealth
Oregon
$248K -$245K -1,733 -51%
MI
632
Moneywise Inc
Virginia
$246K +$566 +4 +0.2%
WA
633
WBH Advisory
Maryland
$246K -$19.8K -140 -8%
RZH
634
Relyea Zuckerberg Hanson
Connecticut
$246K +$849 +6 +0.4%
NWP
635
Noble Wealth Partners
Colorado
$245K +$235K +1,661 New
FCP
636
Fidelis Capital Partners
Florida
$244K -$25.2K -178 -10%
IAA
637
Independent Advisor Alliance
North Carolina
$244K -$2.3M -16,226 -91%
CF
638
Convergence Financial
Missouri
$244K +$233K +1,650 New
KIA
639
KCM Investment Advisors
California
$244K – – –
EPM
640
Elm Partners Management
Pennsylvania
$242K -$2.12K -15 -0.9%
GWM
641
Geneos Wealth Management
Colorado
$241K +$46.4K +328 +25%
BAAM
642
Baker Avenue Asset Management
California
$241K – – –
HAS
643
Holland Advisory Services
Florida
$240K +$141 +1 +0.1%
HA
644
Huntleigh Advisors
Missouri
$239K -$52.5K -371 -19%
Empower Advisory Group
645
Empower Advisory Group
Colorado
$239K -$14K -99 -6%
BFA
646
Buttonwood Financial Advisors
Maryland
$239K -$6.22K -44 -3%
AIM
647
Allen Investment Management
New York
$238K – – –
SIS
648
Sound Income Strategies
Florida
$237K -$17.7K -125 -7%
OCA
649
OpenArc Corporate Advisory
Georgia
$236K -$3.4K -24 -1%
HZ
650
Hixon Zuercher
Ohio
$236K – – –