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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
$65.3K – – –
AAG
727
Armstrong Advisory Group
Massachusetts
$63.2K – – –
PWA
728
Provenance Wealth Advisors
Florida
$61.8K – – –
PMFA
729
Plante Moran Financial Advisors
Michigan
$61.7K – – –
BFS
730
Burkett Financial Services
South Carolina
$60.1K +$250 +2 +0.4%
NEWAS
731
N.E.W. Advisory Services
Wisconsin
$58.4K +$61.1K +488 New
PSB
732
Piscataqua Savings Bank
New Hampshire
$56.8K – – –
WWM
733
Wolff Wiese Magana
California
$56.3K – – –
AWM
734
Abound Wealth Management
Tennessee
$56.1K +$125 +1 +0.2%
Eastern Bank
735
Eastern Bank
Massachusetts
$55.7K – – –
BIM
736
Breakwater Investment Management
Washington
$55.4K – – –
T
737
Tidemark
California
$55.3K – – –
ANBT
738
American National Bank & Trust
Texas
$55.1K -$6.26K -50 -10%
CT
739
Colonial Trust
South Carolina
$54.8K +$57.3K +458 New
TFGT
740
TS Financial Group (TSFG)
Illinois
$51K – – –
OFG
741
Oxford Financial Group
Indiana
$49K – – –
NC
742
North Capital
Utah
$48.9K +$51.1K +408 New
QC
743
Quent Capital
New York
$48K -$24.9K -199 -33%
MMCM
744
Murphy & Mullick Capital Management
New York
$46.2K – – –
RWM
745
Rialto Wealth Management
New York
$46K – – –
SIM
746
Synergy Investment Management
Florida
$45.4K -$48.8K -390 -51%
GM
747
GeoWealth Management
Illinois
$44.6K +$125 +1 +0.3%
MFG
748
Mendota Financial Group
Wisconsin
$43.1K – – –
RP
749
Rice Partnership
Hawaii
$42.1K – – –
HWM
750
HighMark Wealth Management
Minnesota
$40.6K -$13.6K -109 -24%