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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
151
Alexandria Capital
Virginia
$634K -$18.9K -294 -3%
LWM
152
LBA Wealth Management
Florida
$632K +$86.8K +1,350 +16%
KCM
153
Kanawha Capital Management
Virginia
$615K – – –
CAS
154
Cue Advisory Services
Arizona
$600K – – –
WT
155
Whittier Trust
California
$592K – – –
HIM
156
Hanlon Investment Management
New Jersey
$582K +$30.5K +474 +6%
Barclays
157
Barclays
United Kingdom
$525K +$515K +8,014 New
ATC
158
Argent Trust Co
Tennessee
$519K +$510K +7,932 New
ICOA
159
Investment Centers of America
North Dakota
$477K +$27.3K +424 +6%
PSI
160
Pinnacle Summer Investments
Virginia
$471K +$1.16K +18 +0.3%
SC
161
SouthState Corp
Florida
$455K -$55K -856 -11%
SWP
162
Stratos Wealth Partners
Ohio
$448K +$2.7K +42 +0.6%
ONB
163
Old National Bancorp
Indiana
$443K +$104K +1,616 +31%
HCA
164
Harbour Capital Advisors
Virginia
$439K +$90K +1,400 +26%
Creative Planning
165
Creative Planning
Kansas
$433K +$37K +576 +10%
SI
166
SII Investments
Wisconsin
$431K -$514 -8 -0.1%
KIA
167
KCM Investment Advisors
California
$428K – – –
Millennium Management
168
Millennium Management
New York
$428K +$421K +6,544 New
PFG
169
Pacific Financial Group
Washington
$424K +$7.59K +118 +2%
CPO
170
Cerity Partners OCIO
New York
$423K -$3.21K -50 -0.8%
CA
171
Cambridge Advisors
Nebraska
$420K +$126K +1,952 +36%
UBS AM
172
UBS AM
Illinois
$410K +$403K +6,260 New
JWM
173
Jacobus Wealth Management
Wisconsin
$409K – – –
TNBTD
174
Trustmark National Bank Trust Department
Mississippi
$390K – – –
JIC
175
Johnson Investment Counsel
Ohio
$388K – – –