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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
201
GC Wealth Management RIA
Massachusetts
$2.14M -$32.1K -256 -1%
OA
202
Operose Advisors
Wisconsin
$2.12M -$3.76K -30 -0.2%
Citigroup
203
Citigroup
New York
$2.11M +$1.03M +8,239 +88%
FHC
204
First Heartland Consultants
Missouri
$2.09M -$1.28M -10,188 -37%
FFA
205
Farther Finance Advisors
California
$2.08M +$2.04M +16,311 +1,549%
SCG
206
Sonata Capital Group
Washington
$2.07M -$25K -200 -1%
HWMC
207
Heritage Wealth Management (California)
California
$2.07M +$92.3K +737 +4%
IC
208
IEQ Capital
California
$2.05M +$2.15M +17,148 New
AIP
209
Almanack Investment Partners
Pennsylvania
$2.05M
OWM
210
Opes Wealth Management
California
$2.03M +$100K +800 +5%
AWM
211
Avior Wealth Management
Nebraska
$2.02M -$38.2K -305 -2%
PB
212
Pinnacle Bancorp
Nebraska
$2.01M -$37.1K -296 -2%
SCM
213
Stordahl Capital Management
Colorado
$2M -$376 -3 -0%
AF
214
Allworth Financial
California
$1.99M -$76.4K -610 -3%
SPC
215
Sigma Planning Corp
Michigan
$1.96M -$721K -5,762 -26%
BCG
216
Breakwater Capital Group
New Jersey
$1.95M +$19.2K +153 +0.9%
Kovitz Investment Group Partners
217
Kovitz Investment Group Partners
Illinois
$1.94M -$46.7K -373 -2%
AFG
218
Allegheny Financial Group
Pennsylvania
$1.94M +$34.1K +272 +2%
FGWP
219
Founders Grove Wealth Partners
Virginia
$1.93M +$159K +1,268 +9%
KWM
220
Kingsview Wealth Management
Oregon
$1.92M -$118K -945 -6%
CA
221
CoreCap Advisors
Michigan
$1.92M +$1.88M +15,031 +1,520%
Renaissance Technologies
222
Renaissance Technologies
New York
$1.89M +$1.62M +12,900 +445%
SWA
223
SOA Wealth Advisors
New York
$1.88M +$3.38K +27 +0.2%
William Blair & Company
224
William Blair & Company
Illinois
$1.88M +$38.6K +308 +2%
SWA
225
Stratos Wealth Advisors
Ohio
$1.87M +$4.38K +35 +0.2%