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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
776
Greykasell Wealth Strategies
California
$63.5K
TFGT
777
TS Financial Group (TSFG)
Illinois
$63K
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61.3K +$4.24K +30 +8%
OFG
779
Oxford Financial Group
Indiana
$60.4K -$38.9K -275 -40%
HFS
780
Hantz Financial Services
Michigan
$60K +$424 +3 +0.7%
QC
781
Quent Capital
New York
$59.2K
MMCM
782
Murphy & Mullick Capital Management
New York
$57K
RWM
783
Rialto Wealth Management
New York
$56.4K
CFM
784
Cornerstone Financial Management
Massachusetts
$56.1K -$4.24K -30 -7%
SIM
785
Synergy Investment Management
Florida
$53.2K -$990 -7 -2%
ANBT
786
American National Bank & Trust
Texas
$52.3K -$6.79K -48 -12%
FFA
787
Founders Financial Alliance
North Carolina
$51.4K -$28.2K -199 -36%
HR
788
Howe & Rusling
New York
$50.5K +$23.5K +166 +94%
NEWAS
789
N.E.W. Advisory Services
Wisconsin
$50.2K -$20.9K -148 -30%
EWP
790
Elevation Wealth Partners
California
$44.9K
GSWM
791
Golden State Wealth Management
California
$44.3K
CTA
792
Colonial Trust Advisors
South Carolina
$42.7K
GTAM
793
Global Trust Asset Management
Florida
$42.3K -$451K -3,190 -92%
W
794
WealthCollab
Washington
$42K
CFD
795
Creative Financial Designs
Indiana
$40.2K -$5.8K -41 -13%
CICI
796
Capital Investment Counsel Inc
North Carolina
$39.3K
FP
797
Financial Perspectives
Minnesota
$38.7K
CSPIA
798
Cary Street Partners Investment Advisory
Virginia
$37.1K +$35.5K +251 New
BMC
799
Bear Mountain Capital
Washington
$36.5K
BTD
800
BankPlus Trust Department
Mississippi
$36.3K