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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