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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WBH Advisory
Maryland
$237K – – –
Tocqueville Asset Management
627
Tocqueville Asset Management
New York
$237K – – –
VFG
628
V2 Financial group
Illinois
$237K – – –
Bogart Wealth LLC
629
Bogart Wealth LLC
Virginia
$237K -$18.4K -141 -7%
NSG
630
Nalls Sherbakoff Group
Tennessee
$237K – – –
AF
631
Advisornet Financial
Minnesota
$236K +$260 +2 +0.1%
Quadrant Capital Group
632
Quadrant Capital Group
Ohio
$234K +$232K +1,779 New
Westwood Holdings Group
633
Westwood Holdings Group
Texas
$233K – – –
NAS
634
NWF Advisory Services
California
$232K – – –
WC
635
Weil Company
California
$231K -$48.3K -371 -17%
NorthRock Partners
636
NorthRock Partners
Minnesota
$230K +$130 +1 +0.1%
MW
637
MBL Wealth
North Carolina
$230K – – –
HWA
638
HCR Wealth Advisors
California
$229K – – –
DWM
639
Dopkins Wealth Management
New York
$228K – – –
SF
640
SWP Financial
California
$227K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$16.3K -125 -7%
FF
642
Friday Financial
Iowa
$227K – – –
DWML
643
Decker Wealth Management LLC
Tennessee
$226K +$224K +1,720 New
IAG
644
Investmark Advisory Group
Connecticut
$226K -$260 -2 -0.1%
GC
645
Garde Capital
Washington
$226K -$4.43K -34 -2%
Sanibel Captiva Trust Company
646
Sanibel Captiva Trust Company
Florida
$226K – – –
HBK Sorce Advisory
647
HBK Sorce Advisory
Pennsylvania
$223K – – –
Brinker Capital Investments
648
Brinker Capital Investments
Pennsylvania
$223K -$8.85K -68 -4%
FCCM
649
First City Capital Management
Georgia
$222K – – –
BSSFA
650
Baron Silver Stevens Financial Advisors
Florida
$222K – – –