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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
201
Opes Wealth Management
California
$1.96M
SWA
202
SOA Wealth Advisors
New York
$1.95M -$5.59K -47 -0.3%
CAM
203
Cresset Asset Management
Illinois
$1.94M +$37.9K +319 +2%
CT
204
Caldwell Trust
Florida
$1.92M -$23.8K -200 -1%
PPC
205
Park Place Capital
Alabama
$1.88M -$6.9K -58 -0.4%
CA
206
Clearstead Advisors
Ohio
$1.86M -$50.1K -421 -3%
FAIM
207
Financial Advocates Investment Management
Washington
$1.83M +$33.3K +280 +2%
NPFS
208
Novak & Powell Financial Services
Florida
$1.83M -$1.43K -12 -0.1%
JIC
209
Johnson Investment Counsel
Ohio
$1.82M +$250K +2,100 +17%
WFA
210
Wellspring Financial Advisors
Ohio
$1.8M +$316K +2,660 +22%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.78M +$8.92K +75 +0.5%
PFG
212
Pacific Financial Group
Washington
$1.78M -$103K -868 -6%
CWM
213
C2C Wealth Management
Arizona
$1.74M
CA
214
Cornerstone Advisory
Maryland
$1.73M
SEIA
215
Signature Estate & Investment Advisors
California
$1.73M -$2.23M -18,795 -57%
9WM
216
9258 Wealth Management
Ohio
$1.72M
CTC
217
Corundum Trust Company
South Dakota
$1.68M
CPIG
218
Chicago Partners Investment Group
Illinois
$1.67M -$22K -185 -1%
VC
219
Vicus Capital
Pennsylvania
$1.66M -$13.9K -117 -0.9%
RDFA
220
Ritter Daniher Financial Advisory
Ohio
$1.65M +$29.7K +250 +2%
WMWM
221
Whitaker-Myers Wealth Managers
Ohio
$1.65M +$57.4K +483 +4%
SWM
222
Shakespeare Wealth Management
Wisconsin
$1.64M +$241K +2,025 +18%
EDRIA
223
Edmonds Duncan Registered Investment Advisors
Kansas
$1.61M +$49.6K +417 +3%
WT
224
Whittier Trust
California
$1.59M
PFA
225
Pure Financial Advisors
California
$1.59M -$22.4K -188 -1%