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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$15K
WC
377
Whitnell & Co
Illinois
$14K
GI
378
Gradient Investments
Minnesota
$14K +$14.1K +190 New
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$13K
ACS
380
Archford Capital Strategies
Illinois
$12K
PCTC
381
Perkins Coie Trust Company
Washington
$9K
TSW
382
Thompson Siegel & Walmsley
Virginia
$8K -$224K -3,022 -97%
SFG
383
SevenBridge Financial Group
Pennsylvania
$8K -$1.78K -24 -18%
IIC
384
Integrated Investment Consultants
Michigan
$8K
PMFA
385
Plante Moran Financial Advisors
Michigan
$8K
OFW
386
Omnia Family Wealth
Florida
$8K +$8.16K +110 New
WEC
387
Winslow Evans & Crocker
Massachusetts
$6.24K
FPFS
388
First Personal Financial Services
North Carolina
$6K -$7.12K -96 -55%
MA
389
MCF Advisors
Kentucky
$4K
SHJ
390
Sharkey, Howes & Javer
Colorado
$4K
BCM
391
Brookstone Capital Management
Illinois
-$10.6M -146,620 Closed
MWM
392
Merriman Wealth Management
Washington
-$2.57M -35,400 Closed
BCM
393
Barometer Capital Management
Ontario, Canada
-$1.84M -25,400 Closed
ZIG
394
Zurich Insurance Group
Switzerland
-$1.73M -23,794 Closed
PSW
395
Portfolio Strategies (Washington)
Washington
-$1.23M -16,950 Closed
SG Americas Securities
396
SG Americas Securities
New York
-$1.09M -15,040 Closed
BPC
397
Banque Pictet & Cie
Switzerland
-$1.03M -14,200 Closed
UFF
398
USA Financial Formulas
Michigan
-$862K -11,878 Closed
OC
399
Oppenheimer & Co
New York
-$769K -10,588 Closed
CS
400
Credit Suisse
Switzerland
-$644K -8,866 Closed