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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Advisers Inc
676
Vanguard Advisers Inc
Pennsylvania
$217K -$9.9K -70 -5%
FIA
677
Foundations Investment Advisors
Arizona
$216K -$19K -134 -8%
JGIA
678
Jackson Grant Investment Advisers
Connecticut
$214K +$707 +5 +0.3%
SWM
679
Shrier Wealth Management
California
$214K +$205K +1,447 New
FOFP
680
Fee-Only Financial Planning
South Carolina
$213K +$204K +1,440 New
ST
681
Smithfield Trust
Pennsylvania
$210K
HI
682
Horizon Investments
North Carolina
$210K -$201K -1,420 -50%
AWC
683
Adamsbrown Wealth Consultants
Kansas
$210K +$201K +1,419 New
SWA
684
Strategies Wealth Advisors
Michigan
$208K +$199K +1,409 New
BPC
685
Bearing Point Capital
Minnesota
$208K +$199K +1,409 New
MPIA
686
Milestones Private Investment Advisors
New York
$208K +$199K +1,406 New
FM
687
Foster & Motley
Ohio
$207K -$303K -2,140 -60%
MPWS
688
McCarter Private Wealth Services
Massachusetts
$207K +$198K +1,400 New
GSAM
689
Grant Street Asset Management
Pennsylvania
$206K +$197K +1,395 New
WA
690
Wealth Architects
California
$205K +$197K +1,389 New
IAG
691
Investment Advisory Group
Massachusetts
$205K +$196K +1,387 New
IWA
692
Independent Wealth Advisors
North Carolina
$205K +$196K +1,385 New
FMWA
693
Forvis Mazars Wealth Advisors
Missouri
$204K +$196K +1,383 New
GT
694
Glenview Trust
Kentucky
$203K +$194K +1,373 New
SAM
695
Summit Asset Management
Tennessee
$203K +$194K +1,372 New
GC
696
Garde Capital
Washington
$203K -$49.2K -348 -20%
PAS
697
Park Avenue Securities
New York
$202K +$194K +1,369 New
HPC
698
HM Payson & Co
Maine
$202K
STA
699
Summit Trail Advisors
New York
$202K +$193K +1,365 New
KOC
700
Koss-Olinger Consulting
Florida
$201K +$192K +1,357 New