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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAMMA Investing
751
GAMMA Investing
California
$40.5K – – –
IAS
752
IMA Advisory Services
Colorado
$40.5K +$42.3K +338 New
MSWA
753
Marshall & Sterling Wealth Advisors
New York
$40.3K +$125 +1 +0.3%
CFD
754
Creative Financial Designs
Indiana
$39.5K – – –
EWP
755
Elevation Wealth Partners
California
$36.4K – – –
GSWM
756
Golden State Wealth Management
California
$35.9K – – –
PGAM
757
Princeton Global Asset Management
New Jersey
$35.9K – – –
CTA
758
Colonial Trust Advisors
South Carolina
$34.6K – – –
W
759
WealthCollab
Washington
$34K – – –
MWM
760
MorganRosel Wealth Management
Colorado
$33.2K +$34.7K +277 New
RCA
761
Runnymede Capital Advisors
Ohio
$32.3K -$3.76K -30 -10%
CICI
762
Capital Investment Counsel Inc
North Carolina
$31.8K – – –
FP
763
Financial Perspectives
Minnesota
$31.4K – – –
BTD
764
BankPlus Trust Department
Mississippi
$29.5K – – –
PCM
765
Palouse Capital Management
Washington
$29.2K – – –
OP
766
ORG Partners
Indiana
$28.9K +$30.2K +241 New
BWM
767
Bullock Wealth Management
Indiana
$27.8K +$125 +1 +0.4%
VBA
768
von Borstel & Associates
Oregon
$27K +$28.3K +226 New
CX Institutional
769
CX Institutional
Indiana
$27K +$28.7K +229 New
PCFFS
770
Pacific Center for Financial Services
California
$26.3K – – –
NSIM
771
North Star Investment Management
Illinois
$26K – – –
CFP
772
Comprehensive Financial Planning
Pennsylvania
$25K -$9.77K -78 -27%
OCM
773
Orion Capital Management
California
$23.9K – – –
MCA
774
Midwest Capital Advisors
Michigan
$23.7K +$1.88K +15 +8%
SCA
775
Stuart Chaussee & Associates
California
$23K – – –