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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Phillips Financial Management
Indiana
$2.28M -$862K -8,062 -26%
CB
177
Commerce Bank
Missouri
$2.27M
NSB
178
Norway Savings Bank
Maine
$2.26M +$2.39M +22,377 New
KWM
179
Kingsview Wealth Management
Oregon
$2.26M +$27.4K +256 +1%
OPW
180
Oxler Private Wealth
New York
$2.25M -$49.7K -465 -2%
First Trust Advisors
181
First Trust Advisors
Illinois
$2.18M -$402K -3,758 -15%
AWM
182
Avior Wealth Management
Nebraska
$2.16M -$33.4K -312 -1%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$2.15M +$180K +1,684 +9%
SFO
184
Stokes Family Office
Louisiana
$2.12M -$15.5K -145 -0.7%
CA
185
Clearstead Advisors
Ohio
$2.11M +$1.67M +15,601 +293%
GT
186
Glenmede Trust
Pennsylvania
$2.08M -$81.2K -760 -4%
MMA
187
Miracle Mile Advisors
California
$2.07M -$9.45M -88,393 -81%
TFF
188
The Family Firm
Maryland
$2.06M -$102K -951 -4%
BSW
189
Buckingham Strategic Wealth
Missouri
$2.06M -$71.7K -671 -3%
PFPT
190
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.05M +$165K +1,546 +8%
TIA
191
Tiemann Investment Advisors
California
$2.04M -$10.7K -100 -0.5%
PRWA
192
Platte River Wealth Advisors
Colorado
$2M -$4.6K -43 -0.2%
GPA
193
Guidance Point Advisors
Massachusetts
$1.96M
SCG
194
Sonata Capital Group
Washington
$1.9M -$37.4K -350 -2%
CTC
195
Corundum Trust Company
South Dakota
$1.9M
William Blair & Company
196
William Blair & Company
Illinois
$1.84M -$45.2K -423 -2%
PB
197
Pinnacle Bancorp
Nebraska
$1.82M -$748 -7 -0%
DBIA
198
Dumont & Blake Investment Advisors
New Jersey
$1.8M +$33.1K +310 +2%
OWM
199
Opes Wealth Management
California
$1.75M +$31K +290 +2%
LFAS
200
Level Four Advisory Services
Texas
$1.73M +$35.6K +333 +2%