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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
326
Guidant Wealth Advisors
Illinois
$10K +$10.2K +154 New
SFG
327
SevenBridge Financial Group
Pennsylvania
$9K – – –
PCTC
328
Perkins Coie Trust Company
Washington
$8K -$87.2K -1,320 -91%
HDIM
329
Hanson & Doremus Investment Management
Vermont
$8K -$2.64K -40 -25%
IIC
330
Integrated Investment Consultants
Michigan
$7K -$79.2K -1,198 -91%
PMFA
331
Plante Moran Financial Advisors
Michigan
$7K – – –
WEC
332
Winslow Evans & Crocker
Massachusetts
$5.59K – – –
MA
333
MCF Advisors
Kentucky
$4K – – –
WP
334
WealthPLAN Partners
Nebraska
$3.55K -$145K -2,194 -98%
HW
335
Hedeker Wealth
Illinois
$2.97K -$491K -7,436 -90%
AF
336
Allworth Financial
California
$1K +$1.19K +18 New
BCM
337
Barometer Capital Management
Ontario, Canada
– -$2.75M -43,000 Closed
PAS
338
Partnervest Advisory Services
California
– -$307K -4,794 Closed
DCM
339
Donaldson Capital Management
Indiana
– -$222K -3,470 Closed
ONB
340
Old National Bancorp
Indiana
– -$203K -3,174 Closed
SCM
341
Southport Capital Management
Tennessee
– -$100K -1,562 Closed
BIM
342
BlackRock Investment Management
Delaware
– -$44K -688 Closed
DBT
343
Dubuque Bank & Trust
Iowa
– -$23K -356 Closed
CWM
344
Catamount Wealth Management
Connecticut
– -$19K -300 Closed
ATC
345
Adirondack Trust Company
New York
– -$15K -228 Closed
FTUS
346
Flow Traders U.S.
New York
– -$13K -200 Closed
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
– -$1K -22 Closed