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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Central Trust Company
701
Central Trust Company
Missouri
$124K – – –
HIW
702
Holos Integrated Wealth
Pennsylvania
$123K – – –
CT
703
Clearstead Trust
Maine
$122K – – –
FRA
704
Front Row Advisors
California
$121K – – –
SAM
705
S.A. Mason
Michigan
$117K – – –
MWM
706
Mascoma Wealth Management
New Hampshire
$116K – – –
HNW
707
High Note Wealth
Minnesota
$113K – – –
KTC
708
Kentucky Trust Company
Kentucky
$113K – – –
CHC
709
City Holding Co
West Virginia
$109K -$2.6K -19 -2%
MWA
710
Medallion Wealth Advisors
Connecticut
$107K – – –
RP
711
Rice Partnership
Hawaii
$107K – – –
WA
712
Walsh & Associates
Florida
$106K – – –
DFA
713
DHJJ Financial Advisors
Illinois
$106K – – –
OCWP
714
Owl Creek Wealth Partners
Colorado
$106K +$109K +797 New
BFPW
715
BOK Financial Private Wealth
Colorado
$105K +$35.9K +262 +49%
AssetMark Inc
716
AssetMark Inc
California
$105K -$53.8K -393 -33%
RIL
717
Rothschild Investment LLC
Illinois
$103K – – –
AFG
718
Albion Financial Group
Utah
$103K – – –
MEG
719
Millstone Evans Group
Colorado
$99.8K – – –
PIS
720
POM Investment Strategies
North Carolina
$96.9K -$2.2M -16,097 -96%
TAM
721
Townsend Asset Management
North Carolina
$96.1K – – –
OFG
722
Oxford Financial Group
Indiana
$90.6K – – –
MIA
723
Milestone Investment Advisors
Wisconsin
$88.6K – – –
WPWM
724
Western Pacific Wealth Management
Illinois
$88.5K – – –
CFFP
725
Center for Financial Planning
Michigan
$87.5K – – –