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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
326
TCI Wealth Advisors
Arizona
$63K +$62.4K +844 New
PSUF
327
People's United Financial
Connecticut
$62K – – –
SQA
328
Simon Quick Advisors
New Jersey
$58K – – –
ANBT
329
American National Bank & Trust
Texas
$54K – – –
GRP
330
Global Retirement Partners
California
$53K -$591K -8,002 -92%
TIM
331
Tortoise Investment Management
New York
$53K – – –
FCMT
332
Founders Capital Management (Texas)
Texas
$51K – – –
BP
333
Ballentine Partners
Massachusetts
$47K +$46K +622 New
CFN
334
Cordasco Financial Network
Florida
$38K – – –
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$35.2K – – –
PS
336
Portfolio Solutions
Michigan
$34K -$5.17K -70 -13%
FANJ
337
Financial Architects (New Jersey)
New Jersey
$30K – – –
ZB
338
Zions Bancorporation
Utah
$30K – – –
DBT
339
Dubuque Bank & Trust
Iowa
$28K – – –
TDC
340
Thompson Davis & Co
Virginia
$28K – – –
AssetMark Inc
341
AssetMark Inc
California
$27K -$53.1M -718,178 -100%
HR
342
Howe & Rusling
New York
$27K – – –
IF
343
Ironwood Financial
Arizona
$25K – – –
ECM
344
Exchange Capital Management
Michigan
$24K – – –
DSC
345
Duncker Streett & Co
Missouri
$23K – – –
NA
346
NewEdge Advisors
Louisiana
$22.2K +$22.2K +300 New
EA
347
Edge Advisors
Georgia
$21K – – –
WTB
348
Washington Trust Bank
Washington
$21K – – –
CFD
349
Creative Financial Designs
Indiana
$21K +$20.7K +280 New
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$17K -$1.48K -20 -8%