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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
326
American National Bank & Trust
Texas
$53K +$50.6K +732 New
TIM
327
Tortoise Investment Management
New York
$52K – – –
AssetMark Inc
328
AssetMark Inc
California
$51K +$37.2K +538 +316%
SSB
329
Sandy Spring Bank
Maryland
$47K – – –
GRP
330
Global Retirement Partners
California
$43K +$40.8K +590 New
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$34.4K +$32.8K +474 New
MFW
332
Mosaic Family Wealth
Missouri
$34K – – –
FANJ
333
Financial Architects (New Jersey)
New Jersey
$29K – – –
IF
334
Ironwood Financial
Arizona
$29K – – –
ZB
335
Zions Bancorporation
Utah
$29K – – –
RWM
336
Raffa Wealth Management
District of Columbia
$27.9K – – –
HR
337
Howe & Rusling
New York
$27K – – –
TDC
338
Thompson Davis & Co
Virginia
$27K +$6.5K +94 +33%
KLI
339
Kelman-Lazarov Inc
Tennessee
$25.3K – – –
ECM
340
Exchange Capital Management
Michigan
$23K -$12.7K -184 -37%
DSC
341
Duncker Streett & Co
Missouri
$23K +$138 +2 +0.6%
WTB
342
Washington Trust Bank
Washington
$23K +$2.9K +42 +15%
TF
343
Tompkins Financial
New York
$21K – – –
EA
344
Edge Advisors
Georgia
$20K +$19.9K +288 New
CG
345
Cutler Group
California
$19K -$135K -1,958 -88%
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$18K -$35.8K -518 -67%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$18K +$16.9K +244 New
CTC
348
Central Trust Company
Missouri
$17K – – –
NSIM
349
North Star Investment Management
Illinois
$15K – – –
CBT
350
Central Bank & Trust
Kentucky
$14K – – –