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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
351
Central Bank & Trust
Kentucky
$15K
NSIM
352
North Star Investment Management
Illinois
$15K
WC
353
Whitnell & Co
Illinois
$14K
OSNBOA
354
Old Second National Bank of Aurora
Illinois
$13K
MFW
355
Mosaic Family Wealth
Missouri
$11K -$22.6K -306 -67%
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$10.9K +148 New
TF
357
Tompkins Financial
New York
$10K -$10.6K -144 -51%
PCTC
358
Perkins Coie Trust Company
Washington
$9K
IIC
359
Integrated Investment Consultants
Michigan
$8K
PMFA
360
Plante Moran Financial Advisors
Michigan
$8K
SFG
361
SevenBridge Financial Group
Pennsylvania
$8K
WEC
362
Winslow Evans & Crocker
Massachusetts
$6.24K
FPFS
363
First Personal Financial Services
North Carolina
$6K
SEI Investments
364
SEI Investments
Pennsylvania
$6K +$6.36K +86 New
HI
365
Hudock Inc
Pennsylvania
$4K -$806K -10,902 -99%
MA
366
MCF Advisors
Kentucky
$4K
SHJ
367
Sharkey, Howes & Javer
Colorado
$4K
AF
368
Allworth Financial
California
$4K +$4.43K +60 New
HT
369
Heritage Trust
Oklahoma
$3K +$2.96K +40 New
FM
370
Forward Management
California
$1K +$591 +8 New
FAM
371
Flaharty Asset Management
Florida
$490 -$474K -6,412 -100%
IWM
372
IHT Wealth Management
Illinois
$6 +$82.8K +1,120 New
SAS
373
Sage Advisory Services
Texas
-$56.3M -758,636 Closed
FIG
374
FundX Investment Group
California
-$45.8M -617,520 Closed
PFA
375
Pinnacle Family Advisors
Missouri
-$16.8M -225,864 Closed