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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
676
M&R Capital Management
New Jersey
$6.68K +$4.27K +40 +160%
HWA
677
HHM Wealth Advisors
Tennessee
$5.45K – – –
BBHC
678
Brown Brothers Harriman & Co
New York
$4.73K – – –
First Manhattan
679
First Manhattan
New York
$4.52K +$4.7K +44 New
KFS
680
Kelly Financial Services
Massachusetts
$4.36K -$855 -8 -16%
POIA
681
Pin Oak Investment Advisors
Texas
$4K -$20.1K -188 -82%
PFG
682
Piershale Financial Group
Illinois
$2.06K +$2.14K +20 New
BCMLT
683
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K – – –
UFF
684
USA Financial Formulas
Michigan
$925 +$962 +9 New
FAM
685
Family Asset Management
South Carolina
$206 -$5.45K -51 -96%
CWA
686
Clarus Wealth Advisors
Arizona
– -$3.87M -36,674 Closed
TA
687
Tactive Advisors
Florida
– -$3.68M -36,459 Closed
DL
688
DOHJ LLC
Washington
– -$2.69M -26,687 Closed
SOS
689
Silver Oak Securities
Tennessee
– -$1.7M -16,894 Closed
NI
690
Nuance Investments
Missouri
– -$1.21M -11,980 Closed
PFA
691
Professional Financial Advisors
Nebraska
– -$1.01M -9,983 Closed
VAS
692
Vestmark Advisory Solutions
Massachusetts
– -$843K -8,364 Closed
BCM
693
Barometer Capital Management
Ontario, Canada
– -$837K -8,300 Closed
OPWM
694
Oxinas Partners Wealth Management
Indiana
– -$642K -6,367 Closed
SBH
695
Segall Bryant & Hamill
Illinois
– -$474K -4,705 Closed
DIA
696
Dana Investment Advisors
Wisconsin
– -$447K -4,437 Closed
DIA
697
Dean Investment Associates
Ohio
– -$435K -4,318 Closed
RFA
698
Resurgent Financial Advisors
Georgia
– -$354K -3,510 Closed
CT
699
Columbia Trust
Oregon
– -$346K -3,431 Closed
LT
700
Legacy Trust
Michigan
– -$315K -3,121 Closed