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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
651
Harbour Investments
Wisconsin
$197K -$58.9K -501 -24%
FFA
652
Farther Finance Advisors
California
$189K -$1.86M -15,833 -91%
KFI
653
Key Financial Inc
Pennsylvania
$188K
PP
654
PFS Partners
New Jersey
$187K +$14.7K +125 +9%
HI
655
Horizon Investments
North Carolina
$187K -$3.29K -28 -2%
JEST
656
JTC Employer Solutions Trustee
Jersey
$185K
Kayne Anderson Rudnick Investment Management
657
Kayne Anderson Rudnick Investment Management
California
$183K -$1.41K -12 -0.8%
ST
658
Smithfield Trust
Pennsylvania
$176K
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$176K +$706 +6 +0.4%
HPC
660
HM Payson & Co
Maine
$169K
SIC
661
Salem Investment Counselors
North Carolina
$167K
SMA
662
Sage Mountain Advisors
Georgia
$165K -$84.4K -717 -35%
BTI
663
Blue Trust Inc
Georgia
$164K +$22.4K +190 +17%
GWM
664
Geneos Wealth Management
Colorado
$161K +$70.8K +602 +86%
Allspring Global Investments
665
Allspring Global Investments
North Carolina
$161K +$7.53K +64 +5%
AF
666
Alerus Financial
North Dakota
$155K +$148K +1,256 New
OC
667
Oakworth Capital
Alabama
$154K
GEA
668
Glen Eagle Advisors
New Jersey
$152K
LB
669
Legacy Bridge
Iowa
$146K
LI
670
LRI Investments
Florida
$146K
PWA
671
Physician Wealth Advisors
Utah
$145K
TFM
672
TFC Financial Management
Massachusetts
$141K
MHR
673
Matthew Hamilton Rosenberg
$140K
MSG
674
Main Street Group
Virginia
$134K
OPTFSNA
675
Old Point Trust & Financial Services N A
Virginia
$131K