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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
201
Sonata Capital Group
Washington
$2.12M -$16.5K -140 -0.8%
AWM
202
Avior Wealth Management
Nebraska
$2.06M -$20.5K -174 -1%
BCG
203
Breakwater Capital Group
New Jersey
$2.04M +$28.4K +241 +1%
SSW
204
Smith Shellnut Wilson
Mississippi
$2.04M -$858K -7,293 -31%
TCBWMS
205
Texas Capital Bank Wealth Management Services
Texas
$2.04M -$509K -4,325 -21%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$921K +7,832 +99%
FCBT
207
First Citizens Bank & Trust
North Carolina
$1.95M +$114K +972 +7%
GWMR
208
GC Wealth Management RIA
Massachusetts
$1.94M -$257K -2,181 -12%
AWM
209
Apollon Wealth Management
South Carolina
$1.94M -$699K -5,942 -27%
KWM
210
Kingsview Wealth Management
Oregon
$1.93M -$51.1K -434 -3%
PB
211
Pinnacle Bancorp
Nebraska
$1.92M -$148K -1,260 -7%
FGWP
212
Founders Grove Wealth Partners
Virginia
$1.92M -$67.8K -576 -4%
SWA
213
Stratos Wealth Advisors
Ohio
$1.9M -$28.7K -244 -2%
ONB
214
Old National Bancorp
Indiana
$1.85M +$1.76M +14,958 New
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$1.84M -$13.4K -114 -0.8%
P
216
&Partners
Tennessee
$1.83M +$127K +1,082 +8%
Kovitz Investment Group Partners
217
Kovitz Investment Group Partners
Illinois
$1.82M -$173K -1,467 -9%
Franklin Resources
218
Franklin Resources
California
$1.82M +$671K +5,701 +63%
CT
219
Caldwell Trust
Florida
$1.81M -$76.5K -650 -4%
JIC
220
Johnson Investment Counsel
Ohio
$1.81M -$16.9K -144 -1%
William Blair & Company
221
William Blair & Company
Illinois
$1.76M -$168K -1,424 -9%
PFA
222
Pure Financial Advisors
California
$1.74M +$183K +1,556 +12%
CA
223
Cornerstone Advisory
Maryland
$1.73M
CWM
224
C2C Wealth Management
Arizona
$1.73M -$9.65K -82 -0.6%
TPCW
225
TD Private Client Wealth
New York
$1.71M -$485K -4,119 -23%