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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
676
LRI Investments
Florida
$147K
PWA
677
Physician Wealth Advisors
Utah
$146K +$149K +1,171 New
AssetMark Inc
678
AssetMark Inc
California
$142K -$35.9K -281 -20%
MHR
679
Matthew Hamilton Rosenberg
$141K
MFC
680
Mechanics Financial Corp
Ohio
$137K
MSG
681
Main Street Group
Virginia
$136K
CA
682
Continuum Advisory
Idaho
$134K
OPTFSNA
683
Old Point Trust & Financial Services N A
Virginia
$133K +$136K +1,062 New
FFA
684
Farther Finance Advisors
California
$132K -$8.04K -63 -6%
CWP
685
Concord Wealth Partners
Virginia
$129K +$638 +5 +0.5%
KTC
686
Kentucky Trust Company
Kentucky
$125K +$128K +1,000 New
CA
687
CoreCap Advisors
Michigan
$124K -$115K -899 -48%
BTI
688
Blue Trust Inc
Georgia
$123K
FLP
689
Financial Life Planners
Arizona
$122K +$125K +980 New
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$67.7K -530 -37%
RIL
691
Rothschild Investment LLC
Illinois
$117K
CT
692
Clearstead Trust
Maine
$115K
BMC
693
Bear Mountain Capital
Washington
$115K -$12.6K -99 -10%
HIW
694
Holos Integrated Wealth
Pennsylvania
$115K +$117K +918 New
FRA
695
Front Row Advisors
California
$114K
SAM
696
S.A. Mason
Michigan
$110K
SFGP
697
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$107K +$110K +858 New
HNW
698
High Note Wealth
Minnesota
$106K +$109K +851 New
BONH
699
Bank of New Hampshire
New Hampshire
$106K
BFPW
700
BOK Financial Private Wealth
Colorado
$102K