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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
676
AssetMark Inc
California
$144K -$67.1K -524 -32%
MSG
677
Main Street Group
Virginia
$141K
OPTFSNA
678
Old Point Trust & Financial Services N A
Virginia
$138K
CWP
679
Concord Wealth Partners
Virginia
$136K +$640 +5 +0.5%
AAS
680
Ameritas Advisory Services
Nebraska
$134K -$95.9K -749 -42%
MFC
681
Mechanics Financial Corp
Ohio
$131K
KTC
682
Kentucky Trust Company
Kentucky
$130K
GBT
683
Grove Bank & Trust
Florida
$124K +$20.7K +162 +20%
CT
684
Clearstead Trust
Maine
$119K
FRA
685
Front Row Advisors
California
$119K
HIW
686
Holos Integrated Wealth
Pennsylvania
$115K
SAM
687
S.A. Mason
Michigan
$114K
MWM
688
Mascoma Wealth Management
New Hampshire
$113K
HNW
689
High Note Wealth
Minnesota
$110K
MWA
690
Medallion Wealth Advisors
Connecticut
$105K
RP
691
Rice Partnership
Hawaii
$105K +$54.9K +429 +113%
CTC
692
Central Trust Company
Missouri
$104K +$89.6K +700 +673%
DFA
693
DHJJ Financial Advisors
Illinois
$104K
RIL
694
Rothschild Investment LLC
Illinois
$101K
CFG
695
Clayton Financial Group
Missouri
$101K +$99.4K +776 New
AFG
696
Albion Financial Group
Utah
$101K
MEG
697
Millstone Evans Group
Colorado
$97.7K
TAM
698
Townsend Asset Management
North Carolina
$94K
AFWM
699
Abich Financial Wealth Management
Virginia
$90.4K +$89.3K +697 New
SWP
700
SIMA Wealth Partners
Virginia
$90.2K -$6.4K -50 -7%