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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
651
CoreCap Advisors
Michigan
$201K -$19.6K -153 -9%
HBK Sorce Advisory
652
HBK Sorce Advisory
Pennsylvania
$201K +$198K +1,550 New
Private Management Group
653
Private Management Group
California
$201K +$198K +1,546 New
KFI
654
Key Financial Inc
Pennsylvania
$199K – – –
PP
655
PFS Partners
New Jersey
$197K – – –
Horizon Investments
656
Horizon Investments
North Carolina
$196K – – –
JEST
657
JTC Employer Solutions Trustee
Jersey
$194K – – –
Kayne Anderson Rudnick Investment Management
658
Kayne Anderson Rudnick Investment Management
California
$192K – – –
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$185K +$768 +6 +0.4%
Smithfield Trust
660
Smithfield Trust
Pennsylvania
$185K – – –
HM Payson & Co
661
HM Payson & Co
Maine
$177K – – –
Salem Investment Counselors
662
Salem Investment Counselors
North Carolina
$175K – – –
SMA
663
Sage Mountain Advisors
Georgia
$174K – – –
Farther Finance Advisors
664
Farther Finance Advisors
California
$172K -$26.1K -204 -13%
Allspring Global Investments
665
Allspring Global Investments
North Carolina
$171K +$3.84K +30 +2%
Geneos Wealth Management
666
Geneos Wealth Management
Colorado
$169K – – –
SVCP
667
Silicon Valley Capital Partners
California
$168K +$166K +1,296 New
AF
668
Alerus Financial
North Dakota
$163K – – –
OC
669
Oakworth Capital
Alabama
$162K – – –
LB
670
Legacy Bridge
Iowa
$154K – – –
LI
671
LRI Investments
Florida
$153K – – –
PWA
672
Physician Wealth Advisors
Utah
$152K – – –
TFM
673
TFC Financial Management
Massachusetts
$148K – – –
Blue Trust Inc
674
Blue Trust Inc
Georgia
$147K -$24.3K -190 -14%
MHR
675
Matthew Hamilton Rosenberg
$147K – – –