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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Circle Wealth Management
New Jersey
-$203K -1,851 Closed
LA
702
LexAurum Advisors
Kansas
-$201K -1,830 Closed
LAS
703
Lloyd Advisory Services
Georgia
-$141K -1,289 Closed
TFO
704
Tarbox Family Office
California
-$106K -967 Closed
GAM
705
Gemmer Asset Management
California
-$80K -732 Closed
Koshinski Asset Management
706
Koshinski Asset Management
Illinois
-$74.1K -676 Closed
WA
707
Win Advisors
Florida
-$70K -639 Closed
AW
708
Alaethes Wealth
Nevada
-$67K -610 Closed
FFWM
709
Future Financial Wealth Management
Ohio
-$54K -494 Closed
TWM
710
Tradition Wealth Management
Minnesota
-$45K -410 Closed
BFC
711
Bedel Financial Consulting
Indiana
-$30K -272 Closed
HFS
712
HBC Financial Services
Washington
-$14K -143 Closed
Allspring Global Investments
713
Allspring Global Investments
North Carolina
-$11K -109 Closed
TAM
714
Tucker Asset Management
Colorado
-$12K -109 Closed
OIA
715
Optimum Investment Advisors
Illinois
-$11K -98 Closed
SCA
716
Stonebridge Capital Advisors
Minnesota
-$6K -51 Closed
T
717
TCWP
Ohio
-$3K -36 Closed
LSA
718
Lansing Street Advisors
Pennsylvania
-$2K -23 Closed
SLWA
719
San Luis Wealth Advisors
California
-$1K -8 Closed