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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
201
Financial Advocates Investment Management
Washington
$1.97M +$124K +1,209 +8%
HWM
202
HB Wealth Management
Georgia
$1.96M +$6.17K +60 +0.4%
AIP
203
Almanack Investment Partners
Pennsylvania
$1.96M
SCM
204
Stordahl Capital Management
Colorado
$1.95M -$1.65K -16 -0.1%
William Blair & Company
205
William Blair & Company
Illinois
$1.94M -$132K -1,288 -7%
CFS
206
Commonwealth Financial Services
West Virginia
$1.89M +$1.7M +16,562 New
WI
207
Wintrust Investments
Illinois
$1.89M +$124K +1,202 +8%
SWA
208
SOA Wealth Advisors
New York
$1.89M +$137K +1,336 +9%
PPC
209
Park Place Capital
Alabama
$1.88M -$37.2K -362 -2%
OWM
210
Opes Wealth Management
California
$1.86M -$104K -1,015 -6%
WMWM
211
Whitaker-Myers Wealth Managers
Ohio
$1.83M +$226K +2,197 +16%
RFM
212
Royal Fund Management
Florida
$1.82M +$178K +1,728 +12%
CT
213
Caldwell Trust
Florida
$1.79M -$30.9K -300 -2%
AT
214
American Trust
Kentucky
$1.79M +$14.7K +143 +0.9%
CA
215
Clearstead Advisors
Ohio
$1.78M -$546K -5,309 -25%
MMA
216
Miracle Mile Advisors
California
$1.77M -$516K -5,018 -24%
GWMR
217
GC Wealth Management RIA
Massachusetts
$1.76M +$1.59M +15,433 New
PFG
218
Pacific Financial Group
Washington
$1.76M +$26.1K +254 +2%
JIC
219
Johnson Investment Counsel
Ohio
$1.75M +$194K +1,886 +14%
BCG
220
Breakwater Capital Group
New Jersey
$1.73M -$104K -1,009 -6%
SWP
221
Stratos Wealth Partners
Ohio
$1.68M -$98.1K -954 -6%
NPFS
222
Novak & Powell Financial Services
Florida
$1.68M +$1.51M +14,690 New
SWM
223
StoneCrest Wealth Management
Arizona
$1.67M +$1.51M +14,656 New
FPIS
224
Financial Planning & Information Services
Wisconsin
$1.65M -$67.7K -658 -4%
EC
225
Estate Counselors
Wisconsin
$1.64M +$1.48M +14,405 New