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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
$907K +$101K +1,276 +12%
CCT
177
Country Club Trust
Missouri
$907K +$931K +11,744 New
IP
178
Intellectus Partners
California
$896K
SCA
179
STALEY CAPITAL ADVISERS
Pennsylvania
$896K +$920K +11,600 New
BWA
180
BDO Wealth Advisors
Florida
$868K +$3.01K +38 +0.3%
BHWM
181
Bar Harbor Wealth Management
New Hampshire
$866K -$30.5K -384 -3%
WWM
182
Windsor Wealth Management
Indiana
$863K +$26K +328 +3%
CB
183
Commerce Bank
Missouri
$859K +$21.9K +276 +3%
IB
184
Intrust Bank
Kansas
$855K -$65.2K -822 -7%
MA
185
Mutual Advisors
Nebraska
$837K +$158K +1,988 +22%
HA
186
Harborview Advisors
Maine
$818K +$7.3K +92 +0.9%
LNC
187
Lincoln National Corp
Pennsylvania
$814K +$78.3K +988 +10%
PWAP
188
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$797K -$33K -416 -4%
VIA
189
Vantage Investment Advisors
Pennsylvania
$760K -$27K -340 -3%
MG
190
Mather Group
Illinois
$755K +$88.5K +1,116 +13%
TW
191
Transform Wealth
Colorado
$745K +$38.5K +486 +5%
PCG
192
Private Capital Group
Connecticut
$743K +$49K +618 +7%
CAM
193
Covenant Asset Management
New Jersey
$729K -$41.7K -526 -5%
Renaissance Technologies
194
Renaissance Technologies
New York
$726K +$745K +9,400 New
CCM
195
Coldstream Capital Management
Washington
$693K
MGIA
196
Matthew Goff Investment Advisor
Texas
$680K
CBB
197
Citizens Business Bank
California
$665K -$351K -4,426 -34%
KWM
198
Kingsview Wealth Management
Oregon
$655K +$22.7K +286 +3%
NFG
199
Next Financial Group
Texas
$645K +$321K +4,044 +94%
AC
200
Alexandria Capital
Virginia
$638K +$4.28K +54 +0.7%