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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
301
Integrated Wealth Management (Palm Desert)
California
$25K
RWM
302
Raffa Wealth Management
District of Columbia
$24.6K +$4.66K +74 +24%
HR
303
Howe & Rusling
New York
$24K
DBT
304
Dubuque Bank & Trust
Iowa
$23K +$22.4K +356 New
KLI
305
Kelman-Lazarov Inc
Tennessee
$22.4K
ACM
306
Argentus Capital Management
Texas
$20K -$45.3K -720 -70%
DSC
307
Duncker Streett & Co
Missouri
$20K
CWM
308
Catamount Wealth Management
Connecticut
$19K
PFG
309
Piershale Financial Group
Illinois
$18K -$25.6M -406,174 -100%
TDC
310
Thompson Davis & Co
Virginia
$18K
TF
311
Tompkins Financial
New York
$18K +$17.9K +284 New
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$16K
CTC
313
Central Trust Company
Missouri
$15K -$12.6K -200 -45%
ATC
314
Adirondack Trust Company
New York
$15K +$14.3K +228 New
NSIM
315
North Star Investment Management
Illinois
$13K
FTUS
316
Flow Traders U.S.
New York
$13K +$12.6K +200 New
WC
317
Whitnell & Co
Illinois
$12K
AssetMark Inc
318
AssetMark Inc
California
$11K
FPFS
319
First Personal Financial Services
North Carolina
$11K
OSNBOA
320
Old Second National Bank of Aurora
Illinois
$11K
ACS
321
Archford Capital Strategies
Illinois
$11K +$10.4K +166 New
HDIM
322
Hanson & Doremus Investment Management
Vermont
$10K -$3.52K -56 -26%
SFG
323
SevenBridge Financial Group
Pennsylvania
$9K +$8.43K +134 New
VCM
324
Vigilant Capital Management
Maine
$9K +$9.31K +148 New
PMFA
325
Plante Moran Financial Advisors
Michigan
$7K