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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
201
Wealth Advisory Solutions
Indiana
$2.38M -$31.8K -244 -1%
OPW
202
Oxler Private Wealth
New York
$2.37M -$10.3K -79 -0.4%
QPWM
203
Quadrant Private Wealth Management
Pennsylvania
$2.37M
AF
204
Allworth Financial
California
$2.35M +$20.6K +158 +0.9%
DBIA
205
Dumont & Blake Investment Advisors
New Jersey
$2.35M -$59.2K -455 -2%
OA
206
Operose Advisors
Wisconsin
$2.34M
TPCW
207
TD Private Client Wealth
New York
$2.29M +$491K +3,770 +28%
SCM
208
Stordahl Capital Management
Colorado
$2.29M +$24.6K +189 +1%
P
209
&Partners
Tennessee
$2.28M +$581K +4,461 +35%
ONB
210
Old National Bancorp
Indiana
$2.26M -$26.8K -206 -1%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2.26M +$575K +4,416 +35%
AIP
212
Almanack Investment Partners
Pennsylvania
$2.26M
OWM
213
Opes Wealth Management
California
$2.23M
PIS
214
POM Investment Strategies
North Carolina
$2.21M +$115K +887 +6%
VW
215
Vance Wealth
California
$2.2M -$130K -1,000 -6%
EH
216
Equitable Holdings
New York
$2.18M -$8.01M -61,509 -79%
AWM
217
Avior Wealth Management
Nebraska
$2.17M +$1.69K +13 +0.1%
BCG
218
Breakwater Capital Group
New Jersey
$2.16M +$17.3K +133 +0.8%
FGWP
219
Founders Grove Wealth Partners
Virginia
$2.14M -$43.3K -333 -2%
SCG
220
Sonata Capital Group
Washington
$2.13M -$103K -790 -5%
FCBT
221
First Citizens Bank & Trust
North Carolina
$2.12M +$96.8K +744 +5%
ST
222
Sageworth Trust
Pennsylvania
$2.11M
AllianceBernstein
223
AllianceBernstein
Tennessee
$2.08M +$217K +1,665 +12%
SSW
224
Smith Shellnut Wilson
Mississippi
$2.07M -$15.4K -118 -0.7%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$2.03M +$683K +5,249 +52%