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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
701
Bank of New Hampshire
New Hampshire
$102K – – –
BMC
702
Bear Mountain Capital
Washington
$101K – – –
LC
703
Lindbrook Capital
California
$97.6K +$8.01K +64 +9%
DFA
704
DHJJ Financial Advisors
Illinois
$95.5K – – –
AFG
705
Albion Financial Group
Utah
$92.8K – – –
MFA
706
Morling Financial Advisors
California
$91.1K – – –
MEG
707
Millstone Evans Group
Colorado
$90.2K – – –
Quadrant Capital Group
708
Quadrant Capital Group
Ohio
$89.8K -$450K -3,592 -83%
GWSG
709
GPS Wealth Strategies Group
Colorado
$89.3K +$125 +1 +0.1%
SWP
710
SIMA Wealth Partners
Virginia
$89.2K – – –
TAM
711
Townsend Asset Management
North Carolina
$86.8K – – –
Smartleaf Asset Management
712
Smartleaf Asset Management
Massachusetts
$86.6K +$501 +4 +0.6%
Geneos Wealth Management
713
Geneos Wealth Management
Colorado
$84.3K +$12.4K +99 +16%
CHC
714
City Holding Co
West Virginia
$82.6K – – –
CIAS
715
Capital Investment Advisory Services
North Carolina
$80.1K – – –
MIA
716
Milestone Investment Advisors
Wisconsin
$80.1K – – –
WPWM
717
Western Pacific Wealth Management
Illinois
$80K – – –
CFFP
718
Center for Financial Planning
Michigan
$79K – – –
NB
719
NBT Bank
New York
$78.4K +$626 +5 +0.8%
EPW
720
Evergreen Private Wealth
Colorado
$75.5K -$10.1K -81 -11%
BFPW
721
BOK Financial Private Wealth
Colorado
$73K -$25.4K -203 -25%
ITIM
722
Indiana Trust & Investment Management
Indiana
$71.8K – – –
MWA
723
Medallion Wealth Advisors
Connecticut
$69.9K – – –
FFWM
724
Future Financial Wealth Management
Ohio
$69.6K – – –
CB
725
Centennial Bank
Arkansas
$69.2K -$12.1K -97 -14%