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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$36K
KT
227
Kanaly Trust
Texas
$35K
TDC
228
Thompson Davis & Co
Virginia
$35K +$36.4K +582 New
EWM
229
Elite Wealth Management
Washington
$33K
S
230
SignatureFD
Georgia
$31K
SCA
231
Strategic Capital Alternatives
United States
$25K +$25.5K +408 New
FANJ
232
Financial Architects (New Jersey)
New Jersey
$24K
WA
233
WealthTrust-Arizona
Arizona
$24K +$25K +400 New
1IC
234
1919 Investment Counsel
Maryland
$23K
TCCM
235
Timber Creek Capital Management
Massachusetts
$21K
MAS
236
Madden Advisory Services
Florida
$21K +$21.5K +344 New
HR
237
Howe & Rusling
New York
$19K
DSC
238
Duncker Streett & Co
Missouri
$18K +$125 +2 +0.7%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$15K
OIA
240
Optimum Investment Advisors
Illinois
$14K
WC
241
Whitnell & Co
Illinois
$14K
CTC
242
Central Trust Company
Missouri
$13K
HDIM
243
Hanson & Doremus Investment Management
Vermont
$13K
WA
244
Winfield Associates
Ohio
$13K
NSIM
245
North Star Investment Management
Illinois
$12K -$25.2K -404 -67%
PVH
246
Psagot Value Holdings
Israel
$12K -$5.12K -82 -30%
AssetMark Inc
247
AssetMark Inc
California
$11K -$250 -4 -2%
ACS
248
Archford Capital Strategies
Illinois
$10K
HRIA
249
Haberer Registered Investment Advisor
Ohio
$10K
SSB
250
Sandy Spring Bank
Maryland
$7K