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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
201
Townsend & Associates
Colorado
$902K +$114K +1,436 +15%
PO
202
Private Ocean
California
$891K +$476 +6 +0.1%
BEI
203
Benjamin Edwards Inc
Missouri
$885K +$386K +4,870 +78%
MGIA
204
Matthew Goff Investment Advisor
Texas
$879K
FAIM
205
Financial Advocates Investment Management
Washington
$861K +$6.98K +88 +0.8%
PWAP
206
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$858K +$317 +4 +0%
SF
207
Synovus Financial
Georgia
$844K -$317 -4 -0%
BHWM
208
Bar Harbor Wealth Management
New Hampshire
$844K +$5.71K +72 +0.7%
NFG
209
Nations Financial Group
Iowa
$831K -$15.5K -196 -2%
PWP
210
Personal Wealth Partners
Minnesota
$811K +$12.1K +152 +2%
PCG
211
Private Capital Group
Connecticut
$783K -$30.6K -386 -4%
HA
212
Harborview Advisors
Maine
$764K -$2.06K -26 -0.3%
CBN
213
Cadence Bank NA
Texas
$761K -$34K -428 -4%
BWA
214
BDO Wealth Advisors
Florida
$759K -$18.2K -230 -2%
PFG
215
Pacific Financial Group
Washington
$757K
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$752K +$9.2K +116 +1%
HW
217
Hancock Whitney
Mississippi
$739K +$249K +3,136 +51%
RJT
218
Raymond James Trust
Florida
$732K -$13K -164 -2%
SC
219
SouthState Corp
Florida
$731K
MA
220
MONECO Advisors
Connecticut
$726K -$54.7K -690 -7%
CA
221
Cetera Advisors
Colorado
$708K -$93.5K -1,178 -12%
MWM
222
Mission Wealth Management
California
$706K +$476 +6 +0.1%
BFA
223
Bragg Financial Advisors
North Carolina
$705K +$2.38K +30 +0.3%
Renaissance Technologies
224
Renaissance Technologies
New York
$702K +$254K +3,200 +57%
CCM
225
Coldstream Capital Management
Washington
$695K