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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
176
Kalos Management
Georgia
$2.8M +$104K +952 +4%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$2.78M +$66.9K +615 +3%
WTC
178
WhitTier Trust Company
Nevada
$2.74M
MGIA
179
Moneta Group Investment Advisors
Missouri
$2.72M +$452K +4,157 +20%
SWM
180
Spire Wealth Management
Virginia
$2.69M +$2.64M +24,218 +21,818%
GW
181
GW & Wade
Massachusetts
$2.69M -$1.12M -10,256 -30%
BSW
182
Buckingham Strategic Wealth
Missouri
$2.67M -$15.2K -140 -0.6%
BFA
183
Bragg Financial Advisors
North Carolina
$2.67M
NF
184
Nikulski Financial
Iowa
$2.66M +$88.1K +810 +3%
PFA
185
Pure Financial Advisors
California
$2.54M -$49.2K -452 -2%
TRIA
186
Trail Ridge Investment Advisors
Colorado
$2.54M +$2.49M +22,920 New
PFPT
187
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.49M
CB
188
Commerce Bank
Missouri
$2.48M
SCG
189
Sonata Capital Group
Washington
$2.43M -$2.72K -25 -0.1%
TFF
190
The Family Firm
Maryland
$2.42M -$203K -1,865 -8%
AIP
191
Almanack Investment Partners
Pennsylvania
$2.42M
PP
192
Prosperity Planning
Missouri
$2.29M -$40.5K -372 -2%
CAL
193
Capital Analysts LLC
Pennsylvania
$2.28M +$684K +6,289 +44%
KWM
194
Kingsview Wealth Management
Oregon
$2.28M +$515K +4,736 +30%
RA
195
RiverTree Advisors
Florida
$2.18M +$142K +1,308 +7%
FCB
196
First Command Bank
Texas
$2.13M
SCM
197
Stordahl Capital Management
Colorado
$2.12M +$653 +6 +0%
EL
198
Essex LLC
Illinois
$2.09M -$12.5K -115 -0.6%
OWM
199
Opes Wealth Management
California
$2.09M +$27.2K +250 +1%
SG
200
StoneX Group
New York
$2.07M +$1.09M +10,025 +116%