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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$8.46M +$7.57M +70,863 +545%
KAS
77
Kestra Advisory Services
Texas
$8.19M +$1.04M +9,739 +14%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$8M -$2.35K -22 -0%
FHC
79
First Heartland Consultants
Missouri
$7.99M +$5.63M +52,652 +199%
UWPG
80
Ullmann Wealth Partners Group
Florida
$7.97M -$1.4M -13,064 -14%
AWS
81
Atria Wealth Solutions
New York
$7.46M +$765K +7,154 +11%
MCCA
82
Mill Creek Capital Advisors
Pennsylvania
$7.29M -$337K -3,150 -4%
GLA
83
Great Lakes Advisors
Illinois
$7.26M +$75.5K +706 +1%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$7.2M -$344K -3,216 -4%
FHB
85
First Hawaiian Bank
Hawaii
$7.11M -$97.7K -914 -1%
GSWM
86
Greenup Street Wealth Management
Michigan
$7.03M +$1.33M +12,465 +22%
CCWM
87
Cassaday & Co Wealth Management
Virginia
$7M -$161K -1,504 -2%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$6.73M -$730K -6,831 -9%
Betterment LLC
89
Betterment LLC
New York
$6.69M +$146K +1,368 +2%
CIC
90
Chilton Investment Company
Connecticut
$6.37M
MML Investors Services
91
MML Investors Services
Massachusetts
$6.29M -$707K -6,614 -10%
MWM
92
Merriman Wealth Management
Washington
$6.29M -$138K -1,287 -2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$6.25M -$605K -5,656 -8%
OFG
94
Omega Financial Group
California
$6.24M -$94.2K -881 -1%
BMCM
95
Bryn Mawr Capital Management
Pennsylvania
$6.02M +$1.96M +18,334 +44%
MGIA
96
Moneta Group Investment Advisors
Missouri
$5.97M +$449K +4,199 +8%
CAN
97
Cetera Advisor Networks
California
$5.93M -$1.24M -11,555 -16%
RFC
98
Regions Financial Corp
Alabama
$5.84M +$274K +2,559 +5%
LWP
99
LMG Wealth Partners
Louisiana
$5.8M +$80.8K +756 +1%
ADL
100
Asset Dedication LLC
California
$5.7M -$76.7K -718 -1%