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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HS
176
Huntington Steele
Pennsylvania
$570K +$71.6K +1,138 +15%
AC
177
Alexandria Capital
Virginia
$568K -$2.77K -44 -0.5%
AWM
178
Affinity Wealth Management
Delaware
$566K -$370K -5,886 -40%
AIA
179
Allegis Investment Advisors
Idaho
$560K +$562K +8,924 New
CCM
180
Coldstream Capital Management
Washington
$558K
SI
181
SII Investments
Wisconsin
$551K +$56.4K +896 +12%
AIM
182
Advantage Investment Management
Iowa
$547K -$5.7M -90,514 -91%
Creative Planning
183
Creative Planning
Kansas
$539K -$7.42K -118 -1%
BPCA
184
Bank Pictet & Cie (Asia)
Singapore
$538K +$529K +8,400 New
HW
185
Hedeker Wealth
Illinois
$526K +$518K +8,226 New
BTNA
186
Bremer Trust National Association
Minnesota
$518K -$5.03K -80 -1%
TNB
187
Thomasville National Bank
Georgia
$503K -$4.28K -68 -0.9%
BHBT
188
Burke & Herbert Bank & Trust
Virginia
$497K +$489K +7,774 New
OCM
189
One Capital Management
California
$494K -$15.1K -240 -3%
VIA
190
Vantage Investment Advisors
Pennsylvania
$460K +$186K +2,960 +70%
TW
191
Transform Wealth
Colorado
$459K +$452K +7,176 New
KCM
192
Kanawha Capital Management
Virginia
$453K +$31.5K +500 +8%
PIM
193
Parker Investment Management
California
$453K +$32.3K +514 +8%
MG
194
Mather Group
Illinois
$446K +$19.9K +316 +5%
ICOA
195
Investment Centers of America
North Dakota
$445K +$36K +572 +9%
CB
196
Commerce Bank
Missouri
$433K +$26.4K +420 +7%
HCA
197
Harbour Capital Advisors
Virginia
$430K
JIC
198
Johnson Investment Counsel
Ohio
$429K
KIA
199
KCM Investment Advisors
California
$419K
CG
200
Cutler Group
California
$412K +$352K +5,600 +668%