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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$530K
BTNA
152
Bremer Trust National Association
Minnesota
$519K -$7.39K -122 -1%
NFG
153
Noven Financial Group
Colorado
$493K +$509K +8,412 New
OCM
154
One Capital Management
California
$470K -$122K -2,012 -20%
Creative Planning
155
Creative Planning
Kansas
$453K +$37.7K +622 +9%
PFG
156
Pacific Financial Group
Washington
$438K +$3.15K +52 +0.7%
HS
157
Huntington Steele
Pennsylvania
$432K +$99.2K +1,638 +29%
Goldman Sachs
158
Goldman Sachs
New York
$404K -$475K -7,840 -53%
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$398K -$137K -2,268 -25%
NPC
160
National Planning Corporation
California
$396K -$257K -4,242 -37%
SC
161
SouthState Corp
Florida
$394K
JIC
162
Johnson Investment Counsel
Ohio
$394K +$48.4K +800 +13%
HCA
163
Harbour Capital Advisors
Virginia
$393K
ONB
164
Old National Bancorp
Indiana
$390K
KCM
165
Kanawha Capital Management
Virginia
$386K -$163K -2,700 -29%
KIA
166
KCM Investment Advisors
California
$383K
EAM
167
Evanson Asset Management
California
$375K +$121 +2 +0%
CA
168
Cambridge Advisors
Nebraska
$372K
CB
169
Commerce Bank
Missouri
$372K +$2.42K +40 +0.6%
JWM
170
Jacobus Wealth Management
Wisconsin
$366K
CPO
171
Cerity Partners OCIO
New York
$363K -$121 -2 -0%
MG
172
Mather Group
Illinois
$362K +$374K +6,172 New
CFB
173
Cullen/Frost Bankers
Texas
$360K +$98.1K +1,620 +36%
RJT
174
Raymond James Trust
Florida
$359K
ICOA
175
Investment Centers of America
North Dakota
$358K +$3.88K +64 +1%