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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
251
Commonwealth Financial Services
West Virginia
$38K
SSB
252
Sandy Spring Bank
Maryland
$37K
ACM
253
Argentus Capital Management
Texas
$35K -$142K -2,340 -80%
S
254
SignatureFD
Georgia
$30K
UFA
255
US Financial Advisors
Massachusetts
$29K
AF
256
Allworth Financial
California
$29K +$2.3K +38 +8%
PSI
257
Pinnacle Summer Investments
Virginia
$28K -$409K -6,756 -94%
ANBT
258
American National Bank & Trust
Texas
$27K
CTC
259
Central Trust Company
Missouri
$26K
MFW
260
Mosaic Family Wealth
Missouri
$26K +$27.6K +456 New
IWMPD
261
Integrated Wealth Management (Palm Desert)
California
$23K
ZB
262
Zions Bancorporation
Utah
$23K
HR
263
Howe & Rusling
New York
$22K
FPFS
264
First Personal Financial Services
North Carolina
$21K
PFG
265
Piershale Financial Group
Illinois
$21K +$21.2K +350 New
CWM
266
Catamount Wealth Management
Connecticut
$18K
DSC
267
Duncker Streett & Co
Missouri
$18K
TDC
268
Thompson Davis & Co
Virginia
$17K
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$17K +$17.6K +290 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$15K
HDIM
271
Hanson & Doremus Investment Management
Vermont
$13K
NSIM
272
North Star Investment Management
Illinois
$12K
WC
273
Whitnell & Co
Illinois
$11K
AssetMark Inc
274
AssetMark Inc
California
$10K -$242 -4 -2%
ACS
275
Archford Capital Strategies
Illinois
$10K