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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
$2.5M -$191K -1,607 -7%
AF
177
Allworth Financial
California
$2.48M -$57.3K -482 -2%
HWM
178
HB Wealth Management
Georgia
$2.47M +$33.1K +278 +1%
SFO
179
Stokes Family Office
Louisiana
$2.46M -$19.4K -163 -0.8%
HCA
180
Heck Capital Advisors
Wisconsin
$2.46M +$71.5K +601 +3%
TFF
181
The Family Firm
Maryland
$2.46M +$22.5K +189 +1%
TIA
182
Tiemann Investment Advisors
California
$2.45M -$64.4K -542 -3%
GPA
183
Guidance Point Advisors
Massachusetts
$2.45M +$9.87K +83 +0.4%
AAS
184
Avantax Advisory Services
Texas
$2.42M -$63.6K -535 -3%
KWM
185
Kingsview Wealth Management
Oregon
$2.41M -$68.2K -574 -3%
PPW
186
Presilium Private Wealth
Pennsylvania
$2.35M -$19.3K -162 -0.8%
OC
187
Oppenheimer & Co
New York
$2.34M +$83.5K +702 +4%
DBIA
188
Dumont & Blake Investment Advisors
New Jersey
$2.31M -$2.2M -18,485 -50%
GWMR
189
GC Wealth Management RIA
Massachusetts
$2.26M -$2.38K -20 -0.1%
PRWA
190
Platte River Wealth Advisors
Colorado
$2.22M -$57.7K -485 -3%
TIAAOA
191
Teachers Insurance & Annuity Association of America
New York
$2.17M +$2.08M +17,524 New
SCG
192
Sonata Capital Group
Washington
$2.16M
AWM
193
Avior Wealth Management
Nebraska
$2.14M -$46K -387 -2%
AIP
194
Almanack Investment Partners
Pennsylvania
$2.12M
PB
195
Pinnacle Bancorp
Nebraska
$2.11M -$48.3K -406 -2%
OA
196
Operose Advisors
Wisconsin
$2.06M +$447K +3,760 +29%
SCM
197
Stordahl Capital Management
Colorado
$2.05M +$95.8K +806 +5%
BCG
198
Breakwater Capital Group
New Jersey
$1.98M -$10.3K -87 -0.5%
AFG
199
Allegheny Financial Group
Pennsylvania
$1.97M +$311K +2,617 +20%
William Blair & Company
200
William Blair & Company
Illinois
$1.96M +$3.45K +29 +0.2%