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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$1.96M +$1.21M +10,634 +160%
AIP
202
Almanack Investment Partners
Pennsylvania
$1.95M
HC
203
Hamilton Capital
Ohio
$1.92M +$157K +1,378 +9%
BCG
204
Breakwater Capital Group
New Jersey
$1.82M +$912 +8 +0%
WI
205
Wintrust Investments
Illinois
$1.81M +$114 +1 +0%
SCM
206
Stordahl Capital Management
Colorado
$1.81M -$122K -1,069 -6%
William Blair & Company
207
William Blair & Company
Illinois
$1.8M -$285K -2,498 -14%
OWM
208
Opes Wealth Management
California
$1.8M -$17.2K -151 -0.9%
SWA
209
SOA Wealth Advisors
New York
$1.8M -$26.7K -234 -1%
WIA
210
World Investment Advisors
California
$1.79M +$19.8M +173,239 +4,648%
CT
211
Caldwell Trust
Florida
$1.79M
CA
212
Clearstead Advisors
Ohio
$1.75M +$1.94K +17 +0.1%
CAM
213
Cresset Asset Management
Illinois
$1.75M -$84.9K -744 -5%
PPC
214
Park Place Capital
Alabama
$1.73M -$132K -1,154 -7%
PFG
215
Pacific Financial Group
Washington
$1.73M -$50K -438 -3%
BSW
216
Buckingham Strategic Wealth
Missouri
$1.71M -$142K -1,248 -8%
NPFS
217
Novak & Powell Financial Services
Florida
$1.68M +$896K +7,859 +113%
FAIM
218
Financial Advocates Investment Management
Washington
$1.66M -$290K -2,543 -15%
CPIG
219
Chicago Partners Investment Group
Illinois
$1.66M -$18K -158 -1%
PFS
220
Prospera Financial Services
Texas
$1.65M -$276K -2,420 -14%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$1.61M +$43.2K +379 +3%
CWM
222
C2C Wealth Management
Arizona
$1.6M
CA
223
Cornerstone Advisory
Maryland
$1.59M
9WM
224
9258 Wealth Management
Ohio
$1.58M
CTC
225
Corundum Trust Company
South Dakota
$1.54M +$1.55M +13,584 New