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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
726
Founders Financial Alliance
North Carolina
$68K +$128 +1 +0.2%
PWA
727
Provenance Wealth Advisors
Florida
$64.5K
RDIA
728
RE Dickinson Investment Advisors
Iowa
$64.4K
PMFA
729
Plante Moran Financial Advisors
Michigan
$64.4K -$4.21K -33 -6%
ANBT
730
American National Bank & Trust
Texas
$63.7K -$8.55K -67 -12%
AAG
731
Armstrong Advisory Group
Massachusetts
$63.2K
BFS
732
Burkett Financial Services
South Carolina
$62.5K +$255 +2 +0.4%
WI
733
Wintrust Investments
Illinois
$60K -$137K -1,072 -69%
PSB
734
Piscataqua Savings Bank
New Hampshire
$59.2K
WWM
735
Wolff Wiese Magana
California
$58.7K
AWM
736
Abound Wealth Management
Tennessee
$58.5K
EB
737
Eastern Bank
Massachusetts
$58.1K
BIM
738
Breakwater Investment Management
Washington
$57.9K
T
739
Tidemark
California
$57.7K
HWM
740
HighMark Wealth Management
Minnesota
$56K -$746K -5,842 -93%
TFGT
741
TS Financial Group (TSFG)
Illinois
$53K -$22.3K -175 -29%
OFG
742
Oxford Financial Group
Indiana
$51.1K -$37.7K -295 -42%
MMCM
743
Murphy & Mullick Capital Management
New York
$48.2K +$49.3K +386 New
PCTC
744
Perkins Coie Trust Company
Washington
$48.1K +$38.3K +300 +353%
RWM
745
Rialto Wealth Management
New York
$48K +$49K +384 New
TCG
746
Transcendent Capital Group
Oklahoma
$47.6K -$1.92K -15 -4%
HR
747
Howe & Rusling
New York
$47.5K +$43K +337 +784%
GM
748
GeoWealth Management
Illinois
$46.5K +$47.5K +372 New
MFG
749
Mendota Financial Group
Wisconsin
$45K
RFA
750
Register Financial Advisors
Georgia
$44.9K +$45.8K +359 New