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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
651
Elm Partners Management
Pennsylvania
$214K +$822 +6 +0.4%
AIM
652
Allen Investment Management
New York
$214K
HZ
653
Hixon Zuercher
Ohio
$212K
FIA
654
Foundations Investment Advisors
Arizona
$212K +$219K +1,598 New
RIS
655
Richmond Investment Services
Wisconsin
$210K +$274 +2 +0.1%
AFG
656
ABLE Financial Group
Arizona
$210K +$217K +1,582 New
CFG
657
Cosner Financial Group
Colorado
$209K -$73.1K -534 -25%
RMP
658
Richards, Merrill & Peterson
Washington
$207K -$205K -1,500 -49%
AF
659
Align Financial
Minnesota
$205K -$27.7M -202,153 -99%
PMG
660
Private Management Group
California
$205K
BAM
661
Belpointe Asset Management
Nevada
$204K -$233K -1,705 -53%
FCA
662
Fortis Capital Advisors
Kansas
$204K +$211K +1,540 New
Vanguard Advisers Inc
663
Vanguard Advisers Inc
Pennsylvania
$204K +$211K +1,540 New
DFG
664
Dynamic Financial Group
Iowa
$204K
CKAIS
665
Christensen King & Associates Investment Services
Washington
$203K -$19.3K -141 -8%
PP
666
PFS Partners
New Jersey
$203K +$822 +6 +0.4%
CFG
667
Clayton Financial Group
Missouri
$203K +$411 +3 +0.2%
BWA
668
BlueChip Wealth Advisors
Georgia
$201K +$208K +1,516 New
DIA
669
Dana Investment Advisors
Wisconsin
$201K +$208K +1,516 New
MSWM
670
McGlone Suttner Wealth Management
Wisconsin
$201K +$207K +1,515 New
JEST
671
JTC Employer Solutions Trustee
Jersey
$198K
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$191K +$685 +5 +0.3%
ST
673
Smithfield Trust
Pennsylvania
$188K
CA
674
CoreCap Advisors
Michigan
$185K -$548 -4 -0.3%
KFI
675
Key Financial Inc
Pennsylvania
$182K