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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Karp Capital Management
California
$28K +$27.5K +444 New
FANJ
252
Financial Architects (New Jersey)
New Jersey
$26K – – –
WA
253
WealthTrust-Arizona
Arizona
$26K – – –
IF
254
Ironwood Financial
Arizona
$26K +$25K +404 New
TCCM
255
Timber Creek Capital Management
Massachusetts
$24K – – –
MAS
256
Madden Advisory Services
Florida
$22K – – –
FPFS
257
First Personal Financial Services
North Carolina
$22K +$22.1K +356 New
HR
258
Howe & Rusling
New York
$21K – – –
DSC
259
Duncker Streett & Co
Missouri
$20K – – –
BIM
260
BlackRock Investment Management
Delaware
$19K +$14.3K +230 +329%
CWM
261
Catamount Wealth Management
Connecticut
$19K +$18.6K +300 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
OIA
263
Optimum Investment Advisors
Illinois
$15K – – –
WC
264
Whitnell & Co
Illinois
$15K – – –
CTC
265
Central Trust Company
Missouri
$14K – – –
HDIM
266
Hanson & Doremus Investment Management
Vermont
$14K – – –
NSIM
267
North Star Investment Management
Illinois
$13K – – –
PG
268
Patten Group
Tennessee
$13K +$13K +210 New
PVH
269
Psagot Value Holdings
Israel
$12K – – –
AssetMark Inc
270
AssetMark Inc
California
$12K +$124 +2 +1%
ACS
271
Archford Capital Strategies
Illinois
$11K – – –
CFS
272
Commonwealth Financial Services
West Virginia
$11K +$10.4K +168 New
OSNBOA
273
Old Second National Bank of Aurora
Illinois
$11K +$10.9K +176 New
HRIA
274
Haberer Registered Investment Advisor
Ohio
$10K – – –
WF
275
WealthTrust Fairport
Ohio
$10K +$9.42K +152 New