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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
126
Journey Advisory Group
Kentucky
$4.47M +$4.64M +43,468 New
KWMG
127
King Wealth Management Group
Florida
$4.36M -$59.3K -555 -1%
PFM
128
Phillips Financial Management
Indiana
$4.34M – – –
FWMM
129
Foundation Wealth Management (Missouri)
Missouri
$4.3M +$319K +2,984 +8%
BFG
130
Bleakley Financial Group
New Jersey
$4.29M -$83.6K -782 -2%
GIM
131
Goelzer Investment Management
Indiana
$4.29M -$477K -4,461 -10%
CA
132
Centerpoint Advisors
Massachusetts
$4.24M -$200K -1,875 -4%
FHC
133
First Heartland Consultants
Missouri
$4.16M +$1.01M +9,478 +31%
SEIA
134
Signature Estate & Investment Advisors
California
$4.07M +$348K +3,256 +9%
Members Trust
135
Members Trust
Florida
$4.06M -$423K -3,961 -9%
ABC
136
Associated Banc-Corp
Wisconsin
$4.04M -$247K -2,308 -6%
BOS
137
Bank of Stockton
California
$3.98M +$249K +2,332 +6%
AAS
138
Avantax Advisory Services
Texas
$3.95M +$213K +1,995 +5%
CIAS
139
CFS Investment Advisory Services
New Jersey
$3.89M +$4.05M +37,884 New
CWM
140
Cranbrook Wealth Management
Michigan
$3.87M -$66.5K -622 -2%
SCM
141
SOL Capital Management
Maryland
$3.81M +$158K +1,480 +4%
SC
142
Sierra Capital
Florida
$3.76M -$847K -7,925 -18%
GW
143
GW & Wade
Massachusetts
$3.76M +$150K +1,405 +4%
OPW
144
Oxler Private Wealth
New York
$3.71M +$99.2K +928 +3%
CAG
145
Csenge Advisory Group
Florida
$3.7M +$773K +7,238 +25%
SFG
146
SNS Financial Group
Minnesota
$3.63M -$21.4K -200 -0.6%
CCM
147
Coldstream Capital Management
Washington
$3.62M -$2.35K -22 -0.1%
RWA
148
River Wealth Advisors
Pennsylvania
$3.6M -$74.3K -695 -2%
SPC
149
Sigma Planning Corp
Michigan
$3.6M -$196K -1,836 -5%
LC
150
LTG Capital
Massachusetts
$3.52M -$67.9K -635 -2%