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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
PFS Partners
New Jersey
$219K -$7.07K -50 -3%
SI
677
Stephens Inc
Arkansas
$219K +$210K +1,482 New
HCWM
678
Hidden Cove Wealth Management
Washington
$218K +$209K +1,477 New
Vanguard Advisers Inc
679
Vanguard Advisers Inc
Pennsylvania
$217K -$9.9K -70 -5%
FIA
680
Foundations Investment Advisors
Arizona
$216K -$19K -134 -8%
JGIA
681
Jackson Grant Investment Advisers
Connecticut
$214K +$707 +5 +0.3%
SWM
682
Shrier Wealth Management
California
$214K +$205K +1,447 New
FOFP
683
Fee-Only Financial Planning
South Carolina
$213K +$204K +1,440 New
ST
684
Smithfield Trust
Pennsylvania
$210K – – –
HI
685
Horizon Investments
North Carolina
$210K -$201K -1,420 -50%
AWC
686
Adamsbrown Wealth Consultants
Kansas
$210K +$201K +1,419 New
SWA
687
Strategies Wealth Advisors
Michigan
$208K +$199K +1,409 New
BPC
688
Bearing Point Capital
Minnesota
$208K +$199K +1,409 New
MPIA
689
Milestones Private Investment Advisors
New York
$208K +$199K +1,406 New
FM
690
Foster & Motley
Ohio
$207K -$303K -2,140 -60%
MPWS
691
McCarter Private Wealth Services
Massachusetts
$207K +$198K +1,400 New
GSAM
692
Grant Street Asset Management
Pennsylvania
$206K +$197K +1,395 New
WA
693
Wealth Architects
California
$205K +$197K +1,389 New
IAG
694
Investment Advisory Group
Massachusetts
$205K +$196K +1,387 New
IWA
695
Independent Wealth Advisors
North Carolina
$205K +$196K +1,385 New
FMWA
696
Forvis Mazars Wealth Advisors
Missouri
$204K +$196K +1,383 New
GT
697
Glenview Trust
Kentucky
$203K +$194K +1,373 New
SAM
698
Summit Asset Management
Tennessee
$203K +$194K +1,372 New
GC
699
Garde Capital
Washington
$203K -$49.2K -348 -20%
PAS
700
Park Avenue Securities
New York
$202K +$194K +1,369 New