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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
626
Koss-Olinger Consulting
Florida
$217K +$588 +5 +0.3%
MW
627
MBL Wealth
North Carolina
$216K -$2.94K -25 -1%
HWA
628
HCR Wealth Advisors
California
$215K +$353 +3 +0.2%
DWM
629
Dopkins Wealth Management
New York
$214K
SF
630
SWP Financial
California
$214K
HSBC Holdings
631
HSBC Holdings
United Kingdom
$213K -$125K -1,060 -38%
FF
632
Friday Financial
Iowa
$213K
IAG
633
Investmark Advisory Group
Connecticut
$212K +$202K +1,715 New
SCTC
634
Sanibel Captiva Trust Company
Florida
$212K -$101K -856 -33%
CA
635
CoreCap Advisors
Michigan
$210K -$1.68M -14,318 -89%
FCCM
636
First City Capital Management
Georgia
$209K
BSSFA
637
Baron Silver Stevens Financial Advisors
Florida
$209K
CAM
638
Clark Asset Management
New Hampshire
$208K -$118 -1 -0.1%
CKAIS
639
Christensen King & Associates Investment Services
Washington
$208K +$471 +4 +0.2%
NS
640
NBC Securities
Alabama
$207K
ARC
641
Advisor Resource Council
Texas
$204K +$194K +1,652 New
IAA
642
Independent Advisor Alliance
North Carolina
$204K +$194K +1,652 New
MI
643
Moneywise Inc
Virginia
$204K +$194K +1,648 New
ICM
644
IMS Capital Management
Oregon
$203K +$194K +1,646 New
NP
645
NorthRock Partners
Minnesota
$203K +$3.65K +31 +2%
MAM
646
MMA Asset Management
Pennsylvania
$202K +$193K +1,638 New
RWP
647
Revolve Wealth Partners
New Jersey
$202K +$193K +1,637 New
RZH
648
Relyea Zuckerberg Hanson
Connecticut
$202K -$221K -1,881 -54%
AssetMark Inc
649
AssetMark Inc
California
$202K -$245K -2,084 -56%
PPWM
650
Paragon Private Wealth Management
Kentucky
$200K +$191K +1,620 New