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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$972K -$287K -3,756 -21%
VDFA
177
Vickerman & Driscoll Financial Advisors
Washington
$961K +$129K +1,688 +14%
WAM
178
Wealthspire Advisors (Maryland)
Maryland
$959K +$16.4K +214 +2%
HNB
179
Huntington National Bank
Ohio
$951K
WT
180
Whittier Trust
California
$951K
SFG
181
SNS Financial Group
Minnesota
$938K +$623K +8,156 +151%
SWM
182
Segment Wealth Management
Texas
$910K
Bessemer Group
183
Bessemer Group
New Jersey
$909K +$107K +1,400 +12%
CB
184
Commerce Bank
Missouri
$883K -$4.59K -60 -0.5%
KWM
185
Kingsview Wealth Management
Oregon
$863K +$169K +2,206 +21%
AMCA
186
Arthur M. Cohen & Associates
Illinois
$860K +$950K +12,426 New
BWCS
187
Beirne Wealth Consulting Services
Connecticut
$851K +$941K +12,308 New
RC
188
RegentAtlantic Capital
New Jersey
$850K
NL
189
NWAM LLC
Washington
$838K +$64.8K +848 +8%
WWM
190
Windsor Wealth Management
Indiana
$837K +$54.7K +716 +6%
SF
191
Synovus Financial
Georgia
$821K -$9.79K -128 -1%
AIP
192
Ahrens Investment Partners
Louisiana
$820K -$55.8K -730 -6%
KFA
193
Kays Financial Advisory
Georgia
$809K +$124K +1,624 +16%
MWM
194
Merriman Wealth Management
Washington
$800K -$7.95M -103,976 -90%
IWS
195
Insight Wealth Strategies
California
$791K +$874K +11,438 New
CL
196
Cabana LLC
Arkansas
$771K +$852K +11,142 New
CAM
197
Covenant Asset Management
New Jersey
$768K
SWPG
198
Strategic Wealth Partners Group
Illinois
$760K +$840K +10,988 New
FAIM
199
Financial Advocates Investment Management
Washington
$751K +$564K +7,376 +212%
PWAP
200
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$744K +$53.1K +694 +7%