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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
151
KCM Investment Advisors
California
$443K
Barclays
152
Barclays
United Kingdom
$442K
BRWA
153
B. Riley Wealth Advisors
Florida
$440K +$206K +3,656 +93%
OC
154
Oppenheimer & Co
New York
$420K +$20.1K +358 +5%
SC
155
SouthState Corp
Florida
$415K +$94.4K +1,678 +31%
PSI
156
Pinnacle Summer Investments
Virginia
$409K +$1.35K +24 +0.3%
WT
157
Whittier Trust
California
$401K
Invesco
158
Invesco
Georgia
$376K -$11.7K -208 -3%
CPO
159
Cerity Partners OCIO
New York
$376K +$1.01K +18 +0.3%
JWM
160
Jacobus Wealth Management
Wisconsin
$363K
PFG
161
Pacific Financial Group
Washington
$350K +$12.3K +218 +4%
SFG
162
SNS Financial Group
Minnesota
$348K +$337K +5,996 New
JIC
163
Johnson Investment Counsel
Ohio
$338K
V
164
Veritable
Delaware
$332K
EAM
165
Evanson Asset Management
California
$332K +$322K +5,722 New
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$329K -$241K -4,280 -43%
RJT
167
Raymond James Trust
Florida
$326K -$50.3K -894 -14%
FCI
168
Financial Counselors Inc
Kansas
$323K +$41.2K +732 +15%
Creative Planning
169
Creative Planning
Kansas
$315K +$563 +10 +0.2%
HCA
170
Harbour Capital Advisors
Virginia
$309K
WCM
171
Wealthcare Capital Management
Virginia
$307K
GA
172
Geller Advisors
New York
$288K +$279K +4,956 New
CIA
173
Capital Investment Advisors
Georgia
$278K +$269K +4,778 New
BOTW
174
Bank of the West
California
$271K
CBU
175
CIBC Bank USA
Illinois
$261K