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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
651
Venturi Wealth Management
Texas
$65.4K -$97.7K -868 -61%
OC
652
Oakworth Capital
Alabama
$63.6K -$113 -1 -0.2%
FFA
653
Founders Financial Alliance
North Carolina
$63K +$26.5K +235 +79%
CHA
654
Carmichael Hill & Associates
Maryland
$61.1K -$16.9K -150 -22%
PWA
655
Provenance Wealth Advisors
Florida
$61K – – –
RDIA
656
RE Dickinson Investment Advisors
Iowa
$61K – – –
BFS
657
Burkett Financial Services
South Carolina
$58.3K +$225 +2 +0.4%
USB
658
Union Savings Bank
Connecticut
$58K – – –
AAG
659
Armstrong Advisory Group
Massachusetts
$57.7K – – –
PSB
660
Piscataqua Savings Bank
New Hampshire
$56.1K – – –
AWM
661
Abound Wealth Management
Tennessee
$55.4K – – –
CT
662
Cambridge Trust
Massachusetts
$55K – – –
BIM
663
Breakwater Investment Management
Washington
$54.8K +$52.1K +463 New
T
664
Tidemark
California
$54.6K – – –
BWM
665
Bullock Wealth Management
Indiana
$48.9K +$47K +417 New
TCG
666
Transcendent Capital Group
Oklahoma
$47.8K +$338 +3 +0.7%
Allspring Global Investments
667
Allspring Global Investments
North Carolina
$47.6K -$22.3K -198 -33%
MFG
668
Mendota Financial Group
Wisconsin
$42.6K – – –
RP
669
Rice Partnership
Hawaii
$41.6K -$20.8K -185 -34%
EWP
670
Elevation Wealth Partners
California
$36K – – –
PGAM
671
Princeton Global Asset Management
New Jersey
$35.5K – – –
OFG
672
Oxford Financial Group
Indiana
$34.9K – – –
ZB
673
Zions Bancorporation
Utah
$34.3K – – –
CTA
674
Colonial Trust Advisors
South Carolina
$34.2K – – –
W
675
WealthCollab
Washington
$33.6K – – –