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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
201
King Wealth Management Group
Florida
$674K +$462K +6,694 +203%
MWM
202
Meridian Wealth Management
Kentucky
$668K +$685K +9,916 New
SWPG
203
Strategic Wealth Partners Group
Illinois
$667K -$507K -7,336 -43%
CCFM
204
Clear Creek Financial Management
Washington
$666K +$683K +9,884 New
FTUS
205
Flow Traders U.S.
New York
$658K +$357K +5,166 +113%
HFRG
206
Houlihan Financial Resource Group
Virginia
$636K +$1.12M +16,282 New
HA
207
Harborview Advisors
Maine
$620K -$73.6K -1,066 -10%
OIA
208
OneDigital Investment Advisors
Kansas
$615K +$15.2K +220 +2%
TCWA
209
Ten Capital Wealth Advisors
Washington
$611K +$626K +9,062 New
CG
210
Colony Group
Massachusetts
$602K +$276 +4 +0%
HNB
211
Huntington National Bank
Ohio
$596K
CCM
212
Coldstream Capital Management
Washington
$588K
FWP
213
FAS Wealth Partners
Kansas
$580K +$2.76K +40 +0.5%
SF
214
Synovus Financial
Georgia
$576K +$304K +4,400 +105%
SC
215
Savant Capital
Illinois
$573K -$5.39K -78 -0.9%
CBN
216
Cadence Bank NA
Texas
$563K -$4.14K -60 -0.7%
9WM
217
9258 Wealth Management
Ohio
$555K +$423K +6,130 +63%
TIM
218
Thompson Investment Management
Wisconsin
$545K +$691 +10 +0.1%
ANTB
219
AMG National Trust Bank
Colorado
$530K +$174K +2,520 +47%
MWM
220
Mission Wealth Management
California
$527K +$1.38K +20 +0.3%
MA
221
MONECO Advisors
Connecticut
$524K +$414 +6 +0.1%
Jane Street
222
Jane Street
New York
$518K -$849K -12,292 -62%
AC
223
Alexandria Capital
Virginia
$513K +$276 +4 +0.1%
TNB
224
Thomasville National Bank
Georgia
$483K
RMCM
225
Reynders McVeigh Capital Management
Massachusetts
$479K -$1.52K -22 -0.3%