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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NF
151
Nikulski Financial
Iowa
$3.52M +$1.65K +16 +0.1%
CAG
152
Csenge Advisory Group
Florida
$3.48M +$149K +1,447 +5%
FP
153
Factorial Partners
New York
$3.48M +$123K +1,200 +4%
JWA
154
JFS Wealth Advisors
Pennsylvania
$3.47M +$797K +7,748 +34%
Members Trust
155
Members Trust
Florida
$3.45M -$203K -1,978 -6%
MWM
156
Modera Wealth Management
New Jersey
$3.18M
TRIA
157
Trail Ridge Investment Advisors
Colorado
$3.14M +$11.5K +112 +0.4%
PSCM
158
Per Stirling Capital Management
Texas
$3.12M +$2.81M +27,322 New
TF
159
Trek Financial
Arizona
$3.11M +$2.81M +27,283 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$3.1M +$99.7K +970 +4%
VW
161
Vance Wealth
California
$3.09M -$593K -5,770 -18%
PP
162
Prosperity Planning
Missouri
$3.09M +$8.84K +86 +0.3%
SIA
163
Soltis Investment Advisors
Utah
$3.06M -$167K -1,627 -6%
BWA
164
BlueChip Wealth Advisors
Georgia
$3.03M +$2.73M +26,551 New
LI
165
LVZ Inc
Michigan
$2.95M +$87K +846 +3%
NCM
166
Neumann Capital Management
California
$2.95M +$20.6K +200 +0.8%
MSCM
167
McElhenny Sheffield Capital Management
Texas
$2.93M -$58.5K -569 -2%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$2.9M -$69.8K -679 -3%
UB
169
UMB Bank
Missouri
$2.78M -$17.4K -169 -0.7%
SSW
170
Smith Shellnut Wilson
Mississippi
$2.76M -$45.1K -439 -2%
WIA
171
World Investment Advisors
California
$2.73M -$16.1M -156,484 -87%
WTC
172
WhitTier Trust Company
Nevada
$2.67M
AF
173
Allworth Financial
California
$2.67M -$61.1K -594 -2%
CB
174
Commerce Bank
Missouri
$2.57M
BFA
175
Bragg Financial Advisors
North Carolina
$2.56M -$137K -1,337 -6%