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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$17K -$739 -10 -4%
CBT
352
Central Bank & Trust
Kentucky
$15K – – –
NSIM
353
North Star Investment Management
Illinois
$15K – – –
WC
354
Whitnell & Co
Illinois
$14K – – –
OSNBOA
355
Old Second National Bank of Aurora
Illinois
$13K – – –
MFW
356
Mosaic Family Wealth
Missouri
$11K -$22.6K -306 -67%
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$10.9K +148 New
TF
358
Tompkins Financial
New York
$10K -$10.6K -144 -51%
PCTC
359
Perkins Coie Trust Company
Washington
$9K – – –
IIC
360
Integrated Investment Consultants
Michigan
$8K – – –
PMFA
361
Plante Moran Financial Advisors
Michigan
$8K – – –
SFG
362
SevenBridge Financial Group
Pennsylvania
$8K – – –
WEC
363
Winslow Evans & Crocker
Massachusetts
$6.24K – – –
FPFS
364
First Personal Financial Services
North Carolina
$6K – – –
SEI Investments
365
SEI Investments
Pennsylvania
$6K +$6.36K +86 New
IWM
366
IHT Wealth Management
Illinois
$6K +$82.8K +1,120 New
HI
367
Hudock Inc
Pennsylvania
$4K -$806K -10,902 -99%
MA
368
MCF Advisors
Kentucky
$4K – – –
SHJ
369
Sharkey, Howes & Javer
Colorado
$4K – – –
AF
370
Allworth Financial
California
$4K +$4.43K +60 New
HT
371
Heritage Trust
Oklahoma
$3K +$2.96K +40 New
FM
372
Forward Management
California
$1K +$591 +8 New
FAM
373
Flaharty Asset Management
Florida
$490 -$474K -6,412 -100%
SAS
374
Sage Advisory Services
Texas
– -$56.3M -758,636 Closed
FIG
375
FundX Investment Group
California
– -$45.8M -617,520 Closed