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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
626
PFS Partners
New Jersey
$150K – – –
TFM
627
TFC Financial Management
Massachusetts
$148K – – –
Bogart Wealth LLC
628
Bogart Wealth LLC
Virginia
$147K +$3.33K +28 +2%
LB
629
Legacy Bridge
Iowa
$146K – – –
MHR
630
Matthew Hamilton Rosenberg
$140K – – –
CA
631
Continuum Advisory
Idaho
$139K – – –
Farther Finance Advisors
632
Farther Finance Advisors
California
$138K +$13.2K +111 +11%
MFC
633
Mechanics Financial Corp
Ohio
$136K -$11.7K -98 -8%
AlphaCore Capital
634
AlphaCore Capital
California
$135K – – –
MSG
635
Main Street Group
Virginia
$134K -$11.9K -100 -8%
CWP
636
Concord Wealth Partners
Virginia
$127K +$713 +6 +0.6%
BMC
637
Bear Mountain Capital
Washington
$123K -$476 -4 -0.4%
Kayne Anderson Rudnick Investment Management
638
Kayne Anderson Rudnick Investment Management
California
$116K -$8.68K -73 -7%
RIL
639
Rothschild Investment LLC
Illinois
$116K – – –
VAMG
640
Voisard Asset Management Group
Michigan
$116K – – –
CT
641
Clearstead Trust
Maine
$114K – – –
FRA
642
Front Row Advisors
California
$113K -$43.8K -368 -29%
Geneos Wealth Management
643
Geneos Wealth Management
Colorado
$112K +$11.3K +95 +12%
Blue Trust Inc
644
Blue Trust Inc
Georgia
$112K – – –
SAM
645
S.A. Mason
Michigan
$109K – – –
BONH
646
Bank of New Hampshire
New Hampshire
$105K -$19.1K -161 -16%
BFPW
647
BOK Financial Private Wealth
Colorado
$101K – – –
DFA
648
DHJJ Financial Advisors
Illinois
$98.6K – – –
AFG
649
Albion Financial Group
Utah
$95.8K – – –
LC
650
Lindbrook Capital
California
$92.8K – – –