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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
151
Opes Wealth Management
California
$1.41M +$88.6K +1,412 +7%
NFG
152
Nations Financial Group
Iowa
$1.38M +$20.2K +322 +2%
FP
153
Factorial Partners
New York
$1.34M +$125K +2,000 +11%
Jane Street
154
Jane Street
New York
$1.33M -$997K -15,894 -44%
CT
155
Caldwell Trust
Florida
$1.33M -$251 -4 -0%
NNP
156
Nachman Norwood & Parrott
South Carolina
$1.3M -$207K -3,298 -14%
HR
157
Hayden Royal
North Carolina
$1.3M +$836K +13,332 +282%
SCM
158
Stordahl Capital Management
Colorado
$1.29M -$64K -1,020 -5%
TA
159
Tiedemann Advisors
New York
$1.27M
WWM
160
Windsor Wealth Management
Indiana
$1.26M +$129K +2,056 +12%
SWM
161
Shakespeare Wealth Management
Wisconsin
$1.25M -$289K -4,612 -20%
SWP
162
Stratos Wealth Partners
Ohio
$1.24M +$17.1K +272 +1%
TIA
163
Tiemann Investment Advisors
California
$1.22M -$25.3K -404 -2%
FHA
164
First Horizon Advisors
Tennessee
$1.21M -$72.5K -1,156 -6%
SWPG
165
Strategic Wealth Partners Group
Illinois
$1.15M -$253K -4,036 -19%
PFPT
166
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.15M -$7.65K -122 -0.7%
UCFA
167
United Capital Financial Advisors
Texas
$1.13M -$48.4K -772 -4%
LWA
168
LWS Wealth Advisors
New Jersey
$1.11M -$197K -3,136 -16%
WFA
169
Wellspring Financial Advisors
Ohio
$1.1M -$24.6K -392 -2%
GPA
170
Guidance Point Advisors
Massachusetts
$1.09M -$515K -8,208 -33%
DBIA
171
Dumont & Blake Investment Advisors
New Jersey
$1.05M -$2.13M -33,936 -68%
Citigroup
172
Citigroup
New York
$1.05M -$7.53K -120 -0.8%
CAL
173
Capital Analysts LLC
Pennsylvania
$1.03M +$331K +5,272 +51%
EWM
174
Evercore Wealth Management
New York
$1M
BSB
175
Bangor Savings Bank
Maine
$967K -$40.8K -650 -4%