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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EE
151
EWG Elevate
California
$3.34M +$2.05M +19,211 +145%
RSWM
152
Robertson Stephens Wealth Management
California
$3.33M +$31.6K +296 +0.9%
PWM
153
Perigon Wealth Management
California
$3.29M +$105K +982 +3%
Corient Private Wealth
154
Corient Private Wealth
Florida
$3.27M +$347K +3,243 +11%
KWM
155
Kingsview Wealth Management
Oregon
$3.22M +$1.06M +9,883 +46%
WWM
156
Windsor Wealth Management
Indiana
$3.19M +$30.5K +285 +0.9%
NF
157
Nikulski Financial
Iowa
$3.17M +$85.6K +801 +3%
DWA
158
Dorsey Wright & Associates
California
$3.14M +$287K +2,682 +10%
FP
159
Factorial Partners
New York
$3.11M – – –
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$3.06M -$45.6K -427 -1%
FCI
161
Financial Counselors Inc
Kansas
$3.01M -$144K -1,345 -4%
SIA
162
Soltis Investment Advisors
Utah
$2.84M -$58.1K -544 -2%
PP
163
Prosperity Planning
Missouri
$2.84M +$12K +112 +0.4%
TRIA
164
Trail Ridge Investment Advisors
Colorado
$2.83M -$185K -1,731 -6%
BFG
165
Barber Financial Group
Kansas
$2.77M +$827K +7,735 +40%
MWM
166
Modera Wealth Management
New Jersey
$2.72M +$25.1K +235 +0.9%
NCM
167
Neumann Capital Management
California
$2.67M +$107 +1 +0%
MSCM
168
McElhenny Sheffield Capital Management
Texas
$2.6M +$2.73M +25,536 New
SSW
169
Smith Shellnut Wilson
Mississippi
$2.59M -$748 -7 -0%
First Trust Advisors
170
First Trust Advisors
Illinois
$2.58M -$330K -3,092 -11%
HF
171
HRT Financial
New York
$2.58M +$1M +9,400 +60%
UB
172
UMB Bank
Missouri
$2.58M -$55K -515 -2%
NSB
173
Norway Savings Bank
Maine
$2.55M -$129K -1,203 -5%
BFA
174
Bragg Financial Advisors
North Carolina
$2.49M -$141K -1,324 -5%
Jane Street
175
Jane Street
New York
$2.45M +$2.2M +20,548 +629%