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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
Peak Asset Management
Colorado
$635K
AC
152
Alexandria Capital
Virginia
$634K -$18.9K -294 -3%
LWM
153
LBA Wealth Management
Florida
$632K +$86.8K +1,350 +16%
KCM
154
Kanawha Capital Management
Virginia
$615K
CAS
155
Cue Advisory Services
Arizona
$600K
WT
156
Whittier Trust
California
$592K
HIM
157
Hanlon Investment Management
New Jersey
$582K +$30.5K +474 +6%
Barclays
158
Barclays
United Kingdom
$525K +$515K +8,014 New
ATC
159
Argent Trust Co
Tennessee
$519K +$510K +7,932 New
ICOA
160
Investment Centers of America
North Dakota
$477K +$27.3K +424 +6%
PSI
161
Pinnacle Summer Investments
Virginia
$471K +$1.16K +18 +0.3%
SC
162
SouthState Corp
Florida
$455K -$55K -856 -11%
SWP
163
Stratos Wealth Partners
Ohio
$448K +$2.7K +42 +0.6%
ONB
164
Old National Bancorp
Indiana
$443K +$104K +1,616 +31%
HCA
165
Harbour Capital Advisors
Virginia
$439K +$90K +1,400 +26%
Creative Planning
166
Creative Planning
Kansas
$433K +$37K +576 +10%
SI
167
SII Investments
Wisconsin
$431K -$514 -8 -0.1%
KIA
168
KCM Investment Advisors
California
$428K
Millennium Management
169
Millennium Management
New York
$428K +$421K +6,544 New
PFG
170
Pacific Financial Group
Washington
$424K +$7.59K +118 +2%
CPO
171
Cerity Partners OCIO
New York
$423K -$3.21K -50 -0.8%
CA
172
Cambridge Advisors
Nebraska
$420K +$126K +1,952 +36%
UBS AM
173
UBS AM
Illinois
$410K +$403K +6,260 New
JWM
174
Jacobus Wealth Management
Wisconsin
$409K
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$390K