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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
626
First City Capital Management
Georgia
$250K
CAM
627
Clark Asset Management
New Hampshire
$249K
VW
628
Veridan Wealth
Oregon
$248K -$245K -1,733 -51%
MI
629
Moneywise Inc
Virginia
$246K +$566 +4 +0.2%
WA
630
WBH Advisory
Maryland
$246K -$19.8K -140 -8%
RZH
631
Relyea Zuckerberg Hanson
Connecticut
$246K +$849 +6 +0.4%
NWP
632
Noble Wealth Partners
Colorado
$245K +$235K +1,661 New
FCP
633
Fidelis Capital Partners
Florida
$244K -$25.2K -178 -10%
IAA
634
Independent Advisor Alliance
North Carolina
$244K -$2.3M -16,226 -91%
CF
635
Convergence Financial
Missouri
$244K +$233K +1,650 New
KIA
636
KCM Investment Advisors
California
$244K
EPM
637
Elm Partners Management
Pennsylvania
$242K -$2.12K -15 -0.9%
GWM
638
Geneos Wealth Management
Colorado
$241K +$46.4K +328 +25%
BAAM
639
Baker Avenue Asset Management
California
$241K
HAS
640
Holland Advisory Services
Florida
$240K +$141 +1 +0.1%
HA
641
Huntleigh Advisors
Missouri
$239K -$52.5K -371 -19%
Empower Advisory Group
642
Empower Advisory Group
Colorado
$239K -$14K -99 -6%
BFA
643
Buttonwood Financial Advisors
Maryland
$239K -$6.22K -44 -3%
AIM
644
Allen Investment Management
New York
$238K
SIS
645
Sound Income Strategies
Florida
$237K -$17.7K -125 -7%
OCA
646
OpenArc Corporate Advisory
Georgia
$236K -$3.4K -24 -1%
HZ
647
Hixon Zuercher
Ohio
$236K
CSP
648
Cary Street Partners
Virginia
$235K +$225K +1,589 New
GWP
649
Gateway Wealth Partners
Wisconsin
$233K -$223K -1,574 -50%
CFG
650
Cosner Financial Group
Colorado
$233K