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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
626
TFC Financial Management
Massachusetts
$148K
BWL
627
Bogart Wealth LLC
Virginia
$147K +$3.33K +28 +2%
LB
628
Legacy Bridge
Iowa
$146K
MHR
629
Matthew Hamilton Rosenberg
$140K
CA
630
Continuum Advisory
Idaho
$139K
FFA
631
Farther Finance Advisors
California
$138K +$13.2K +111 +11%
MFC
632
Mechanics Financial Corp
Ohio
$136K -$11.7K -98 -8%
AC
633
AlphaCore Capital
California
$135K
MSG
634
Main Street Group
Virginia
$134K -$11.9K -100 -8%
CWP
635
Concord Wealth Partners
Virginia
$127K +$713 +6 +0.6%
BMC
636
Bear Mountain Capital
Washington
$123K -$476 -4 -0.4%
Kayne Anderson Rudnick Investment Management
637
Kayne Anderson Rudnick Investment Management
California
$116K -$8.68K -73 -7%
RIL
638
Rothschild Investment LLC
Illinois
$116K
VAMG
639
Voisard Asset Management Group
Michigan
$116K
CT
640
Clearstead Trust
Maine
$114K
FRA
641
Front Row Advisors
California
$113K -$43.8K -368 -29%
GWM
642
Geneos Wealth Management
Colorado
$112K +$11.3K +95 +12%
BTI
643
Blue Trust Inc
Georgia
$112K
SAM
644
S.A. Mason
Michigan
$109K
BONH
645
Bank of New Hampshire
New Hampshire
$105K -$19.1K -161 -16%
BFPW
646
BOK Financial Private Wealth
Colorado
$101K
DFA
647
DHJJ Financial Advisors
Illinois
$98.6K
AFG
648
Albion Financial Group
Utah
$95.8K
LC
649
Lindbrook Capital
California
$92.8K
EPW
650
Evergreen Private Wealth
Colorado
$92.2K -$357 -3 -0.4%