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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Clark Asset Management
New Hampshire
$222K
Kayne Anderson Rudnick Investment Management
652
Kayne Anderson Rudnick Investment Management
California
$221K +$25.9K +199 +13%
CKAIS
653
Christensen King & Associates Investment Services
Washington
$221K -$1.17K -9 -0.5%
SS
654
Sunbelt Securities
Texas
$220K +$260 +2 +0.1%
MI
655
Moneywise Inc
Virginia
$218K +$781 +6 +0.4%
BFA
656
Buttonwood Financial Advisors
Maryland
$218K -$16.4K -126 -7%
IAA
657
Independent Advisor Alliance
North Carolina
$217K
RZH
658
Relyea Zuckerberg Hanson
Connecticut
$217K +$1.3K +10 +0.6%
EPM
659
Elm Partners Management
Pennsylvania
$217K +$1.3K +10 +0.6%
MAM
660
MMA Asset Management
Pennsylvania
$215K -$521 -4 -0.2%
BAAM
661
Baker Avenue Asset Management
California
$214K
HSBC Holdings
662
HSBC Holdings
United Kingdom
$214K +$212K +1,627 New
HAS
663
Holland Advisory Services
Florida
$214K +$130 +1 +0.1%
AIM
664
Allen Investment Management
New York
$212K
NW
665
NewEdge Wealth
Pennsylvania
$211K +$209K +1,602 New
HZ
666
Hixon Zuercher
Ohio
$211K
HI
667
Harbour Investments
Wisconsin
$211K +$1.04K +8 +0.5%
RWP
668
Revolve Wealth Partners
New Jersey
$210K -$3.52K -27 -2%
EI
669
Ellevest Inc
New York
$209K -$60.1K -462 -23%
RIS
670
Richmond Investment Services
Wisconsin
$208K +$521 +4 +0.3%
GWP
671
Gateway Wealth Partners
Wisconsin
$207K +$651 +5 +0.3%
AF
672
Align Financial
Minnesota
$204K +$26.5M +203,701 New
PMG
673
Private Management Group
California
$203K
DFG
674
Dynamic Financial Group
Iowa
$202K +$200K +1,538 New
CFG
675
Clayton Financial Group
Missouri
$201K +$97.8K +751 +97%