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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
201
Tiemann Investment Advisors
California
$1.69M -$46.1K -483 -3%
SWP
202
Stratos Wealth Partners
Ohio
$1.68M -$67.8K -710 -4%
BAM
203
Belpointe Asset Management
Nevada
$1.63M +$523K +5,479 +52%
SWA
204
SOA Wealth Advisors
New York
$1.6M +$382 +4 +0%
KIC
205
Kensington Investment Counsel
California
$1.58M +$754K +7,901 +104%
FHA
206
First Horizon Advisors
Tennessee
$1.56M -$27.7K -290 -2%
KFAA
207
Klaas Financial Asset Advisors
Illinois
$1.54M -$409K -4,287 -22%
HCM
208
HMS Capital Management
Tennessee
$1.51M +$1.42M +14,856 New
CAL
209
Capital Analysts LLC
Pennsylvania
$1.51M +$11.7K +123 +0.8%
CC
210
Copperleaf Capital
North Carolina
$1.48M +$1.38M +14,499 New
ABC
211
Associated Banc-Corp
Wisconsin
$1.47M -$1.76M -18,461 -58%
William Blair & Company
212
William Blair & Company
Illinois
$1.46M -$124K -1,300 -8%
CA
213
Cornerstone Advisory
Maryland
$1.43M
IWA
214
IBEX Wealth Advisors
New Jersey
$1.41M +$1.32M +13,837 New
AF
215
Advisornet Financial
Minnesota
$1.41M -$208K -2,181 -14%
EWM
216
Evercore Wealth Management
New York
$1.4M -$30.2K -316 -2%
GT
217
Glenmede Trust
Pennsylvania
$1.4M +$123K +1,286 +10%
PPA
218
Parametric Portfolio Associates
Washington
$1.4M +$300K +3,138 +30%
FAIM
219
Financial Advocates Investment Management
Washington
$1.39M -$20.8K -218 -2%
UCFA
220
United Capital Financial Advisors
Texas
$1.36M +$59.2K +620 +5%
BSB
221
Bangor Savings Bank
Maine
$1.34M -$2.58K -27 -0.2%
BWCS
222
Beirne Wealth Consulting Services
Connecticut
$1.33M
KWM
223
Kingsview Wealth Management
Oregon
$1.31M +$98.5K +1,032 +9%
WA
224
Waverly Advisors
Alabama
$1.3M -$40.9K -428 -3%
AFC
225
AFT Forsyth & Company
Florida
$1.29M -$3.25K -34 -0.3%