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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
626
HCR Wealth Advisors
California
$231K
HC
627
Hamilton Capital
Ohio
$230K -$33.3K -243 -12%
SIS
628
Sound Income Strategies
Florida
$230K -$45.7K -334 -16%
DWM
629
Dopkins Wealth Management
New York
$229K
SF
630
SWP Financial
California
$229K
FF
631
Friday Financial
Iowa
$228K
IAG
632
Investmark Advisory Group
Connecticut
$228K +$685 +5 +0.3%
DWML
633
Decker Wealth Management LLC
Tennessee
$228K
Kayne Anderson Rudnick Investment Management
634
Kayne Anderson Rudnick Investment Management
California
$228K +$5.34K +39 +2%
GC
635
Garde Capital
Washington
$228K
SCTC
636
Sanibel Captiva Trust Company
Florida
$227K
Empower Advisory Group
637
Empower Advisory Group
Colorado
$227K -$27K -197 -10%
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
FCB
639
First County Bank
Connecticut
$225K -$37.4K -273 -14%
FCCM
640
First City Capital Management
Georgia
$224K
CAM
641
Clark Asset Management
New Hampshire
$223K
SS
642
Sunbelt Securities
Texas
$222K
MI
643
Moneywise Inc
Virginia
$220K +$548 +4 +0.2%
BFA
644
Buttonwood Financial Advisors
Maryland
$220K
RZH
645
Relyea Zuckerberg Hanson
Connecticut
$220K +$822 +6 +0.4%
KIA
646
KCM Investment Advisors
California
$218K +$226K +1,649 New
BAAM
647
Baker Avenue Asset Management
California
$216K
HAS
648
Holland Advisory Services
Florida
$215K +$137 +1 +0.1%
OCA
649
OpenArc Corporate Advisory
Georgia
$215K +$222K +1,624 New
EARNEST Partners
650
EARNEST Partners
Georgia
$215K -$586K -4,280 -73%