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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
176
TD Private Client Wealth
New York
$2.55M +$13.6K +134 +0.6%
WTC
177
WhitTier Trust Company
Nevada
$2.49M
OPW
178
Oxler Private Wealth
New York
$2.43M -$1.36M -13,421 -37%
LNC
179
Lincoln National Corp
Pennsylvania
$2.42M +$140K +1,374 +6%
CB
180
Commerce Bank
Missouri
$2.41M
QPWM
181
Quadrant Private Wealth Management
Pennsylvania
$2.39M
PFA
182
Pure Financial Advisors
California
$2.39M -$71K -699 -3%
KWM
183
Kingsview Wealth Management
Oregon
$2.37M -$936K -9,211 -29%
AWM
184
Avior Wealth Management
Nebraska
$2.32M -$29.1K -286 -1%
TFF
185
The Family Firm
Maryland
$2.29M +$66.7K +657 +3%
SFO
186
Stokes Family Office
Louisiana
$2.27M -$50.3K -495 -2%
JWA
187
JFS Wealth Advisors
Pennsylvania
$2.27M +$146K +1,433 +7%
BSW
188
Buckingham Strategic Wealth
Missouri
$2.25M -$47.6K -469 -2%
GT
189
Glenmede Trust
Pennsylvania
$2.2M
WIA
190
World Investment Advisors
California
$2.2M +$79K +778 +4%
TIA
191
Tiemann Investment Advisors
California
$2.18M +$91.2K +898 +5%
PRWA
192
Platte River Wealth Advisors
Colorado
$2.13M
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$2.1M -$17.1M -168,563 -90%
GPA
194
Guidance Point Advisors
Massachusetts
$2.08M +$5.38K +53 +0.3%
BAM
195
Belpointe Asset Management
Nevada
$2.07M +$175K +1,723 +10%
SCG
196
Sonata Capital Group
Washington
$2.06M
SWP
197
Stratos Wealth Partners
Ohio
$2.03M +$220K +2,165 +13%
CTC
198
Corundum Trust Company
South Dakota
$2.01M +$1.91M +18,778 New
PFPT
199
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.01M +$105K +1,029 +6%
William Blair & Company
200
William Blair & Company
Illinois
$2M -$93.9K -924 -5%