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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
651
Tucker Asset Management
Colorado
$12K +$11.8K +109 New
BNP Paribas Financial Markets
652
BNP Paribas Financial Markets
France
$11.2K -$1.2M -11,124 -99%
Allspring Global Investments
653
Allspring Global Investments
North Carolina
$11K -$22K -204 -65%
OSAM
654
O'Shaughnessy Asset Management
Connecticut
$11K +$2.7K +25 +34%
OIA
655
Optimum Investment Advisors
Illinois
$11K +$10.6K +98 New
FCA
656
FinTrust Capital Advisors
South Carolina
$11K +$10.8K +100 New
GLLW
657
Graves Light Lenhart Wealth
Virginia
$10K
TF
658
Tompkins Financial
New York
$10K
First Manhattan
659
First Manhattan
New York
$10K +$10.4K +96 New
SC
660
Stephens Consulting
Michigan
$9.87K
MFT
661
Moisand Fitzgerald Tamayo
Florida
$9K
PCTC
662
Perkins Coie Trust Company
Washington
$9K
UFF
663
USA Financial Formulas
Michigan
$9K +$1.4K +13 +19%
JPLA
664
Joseph P. Lucia & Associates
New York
$9K +$8.42K +78 New
OHWP
665
Oak Harbor Wealth Partners
North Carolina
$8K
MCM
666
MV Capital Management
Maryland
$8K +$324 +3 +4%
AssetMark Inc
667
AssetMark Inc
California
$7K
TSWM
668
Tyler-Stone Wealth Management
Ohio
$7K
HWA
669
HHM Wealth Advisors
Tennessee
$6K
SCA
670
Stonebridge Capital Advisors
Minnesota
$6K
TFM
671
TFC Financial Management
Massachusetts
$6K
KFS
672
Kelly Financial Services
Massachusetts
$5.51K
POIA
673
Pin Oak Investment Advisors
Texas
$5K
RMC
674
Resources Management Corp
Connecticut
$5K
T
675
TCWP
Ohio
$3K +$3.88K +36 New