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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
126
King Wealth Management Group
Florida
$4.37M -$160K -1,571 -4%
SEIA
127
Signature Estate & Investment Advisors
California
$4.37M +$118K +1,161 +3%
CA
128
Centerpoint Advisors
Massachusetts
$4.33M -$82.6K -813 -2%
GIM
129
Goelzer Investment Management
Indiana
$4.21M -$250K -2,457 -6%
SCM
130
SOL Capital Management
Maryland
$4.16M +$175K +1,725 +5%
CFG
131
Cosner Financial Group
Colorado
$4.15M +$3.93M +38,734 New
BOS
132
Bank of Stockton
California
$4.14M -$2.84K -28 -0.1%
Jane Street
133
Jane Street
New York
$4.13M +$1.5M +14,745 +62%
GW
134
GW & Wade
Massachusetts
$4.07M +$146K +1,435 +4%
CIAS
135
CFS Investment Advisory Services
New Jersey
$4.05M -$6.09K -60 -0.2%
CWM
136
Cranbrook Wealth Management
Michigan
$3.98M -$49.6K -488 -1%
SC
137
Sierra Capital
Florida
$3.93M +$8.33K +82 +0.2%
SFG
138
SNS Financial Group
Minnesota
$3.82M +$26.7K +263 +0.7%
CCM
139
Coldstream Capital Management
Washington
$3.77M -$9.04K -89 -0.3%
RWA
140
River Wealth Advisors
Pennsylvania
$3.68M -$63K -620 -2%
CAM
141
Cozad Asset Management
Illinois
$3.67M +$1.34M +13,167 +63%
LC
142
LTG Capital
Massachusetts
$3.65M -$15.8K -156 -0.5%
Members Trust
143
Members Trust
Florida
$3.53M -$673K -6,621 -17%
Corient Private Wealth
144
Corient Private Wealth
Florida
$3.47M +$60K +591 +2%
ITB
145
Idaho Trust Bank
Idaho
$3.44M +$3.26M +32,084 New
VW
146
Vance Wealth
California
$3.43M +$952K +9,369 +41%
MA
147
Mutual Advisors
Nebraska
$3.31M +$2.93M +28,814 +1,382%
PFM
148
Phillips Financial Management
Indiana
$3.29M -$1.18M -11,583 -27%
NF
149
Nikulski Financial
Iowa
$3.27M -$31.2K -307 -1%
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$3.25M +$3.08M +30,341 New