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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
176
Quadrant Private Wealth Management
Pennsylvania
$2.54M +$2.29M +22,314 New
KWM
177
Kingsview Wealth Management
Oregon
$2.54M -$10.1K -98 -0.4%
PFM
178
Phillips Financial Management
Indiana
$2.54M -$39.2K -381 -2%
OPW
179
Oxler Private Wealth
New York
$2.53M -$8.02K -78 -0.4%
First Trust Advisors
180
First Trust Advisors
Illinois
$2.52M +$53.1K +516 +2%
TPCW
181
TD Private Client Wealth
New York
$2.49M -$152K -1,477 -6%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$2.49M +$53.9K +524 +2%
PFPT
183
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.39M +$67.9K +660 +3%
GT
184
Glenmede Trust
Pennsylvania
$2.37M +$15.4K +150 +0.7%
NSB
185
Norway Savings Bank
Maine
$2.35M -$178K -1,729 -8%
TIA
186
Tiemann Investment Advisors
California
$2.34M +$35K +340 +2%
HCA
187
Heck Capital Advisors
Wisconsin
$2.31M +$636K +6,181 +44%
TFF
188
The Family Firm
Maryland
$2.29M -$40.1K -390 -2%
PPW
189
Presilium Private Wealth
Pennsylvania
$2.29M +$1.66M +16,104 +409%
SFO
190
Stokes Family Office
Louisiana
$2.28M -$109K -1,057 -5%
PRWA
191
Platte River Wealth Advisors
Colorado
$2.26M
GPA
192
Guidance Point Advisors
Massachusetts
$2.24M +$18.6K +181 +0.9%
AWM
193
Avior Wealth Management
Nebraska
$2.22M -$198K -1,927 -9%
AWM
194
AE Wealth Management
Kansas
$2.21M -$492K -4,787 -20%
SCG
195
Sonata Capital Group
Washington
$2.15M
PB
196
Pinnacle Bancorp
Nebraska
$2.05M -$103 -1 -0%
AAS
197
Avantax Advisory Services
Texas
$2.04M -$1.2M -11,684 -39%
LFAS
198
Level Four Advisory Services
Texas
$2.04M +$75.5K +734 +4%
BSW
199
Buckingham Strategic Wealth
Missouri
$2.03M -$266K -2,584 -13%
DBIA
200
Dumont & Blake Investment Advisors
New Jersey
$2.03M -$5.14K -50 -0.3%