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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
251
Howe & Rusling
New York
$21K +$2.82K +46 +14%
MAS
252
Madden Advisory Services
Florida
$19K – – –
DSC
253
Duncker Streett & Co
Missouri
$18K – – –
CWM
254
Catamount Wealth Management
Connecticut
$17K – – –
FIB
255
First Interstate Bank
Montana
$17K +$18.4K +300 New
TDC
256
Thompson Davis & Co
Virginia
$16K -$735 -12 -4%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$15K – – –
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$15K -$2.94K -48 -16%
PG
259
Patten Group
Tennessee
$14.4K – – –
HDIM
260
Hanson & Doremus Investment Management
Vermont
$12K – – –
NSIM
261
North Star Investment Management
Illinois
$12K – – –
WC
262
Whitnell & Co
Illinois
$11K – – –
BIM
263
BlackRock Investment Management
Delaware
$11K +$11.6K +190 New
ACS
264
Archford Capital Strategies
Illinois
$10K – – –
AssetMark Inc
265
AssetMark Inc
California
$10K – – –
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$10K – – –
GI
267
Gradient Investments
Minnesota
$8K +$8.21K +134 New
PMFA
268
Plante Moran Financial Advisors
Michigan
$6K – – –
WEC
269
Winslow Evans & Crocker
Massachusetts
$4.85K – – –
DBT
270
Dubuque Bank & Trust
Iowa
$3K – – –
MA
271
MCF Advisors
Kentucky
$3K – – –
CFA
272
Camarda Financial Advisors
Florida
– -$4.3M -66,720 Closed
RPG
273
Risk Paradigm Group
Texas
– -$2.44M -37,870 Closed
AWA
274
Arete Wealth Advisors
Illinois
– -$708K -10,980 Closed
CAS
275
Cue Advisory Services
Arizona
– -$544K -8,442 Closed