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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
401
Mosaic Family Wealth
Missouri
$12K
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$12K
PS
403
Portfolio Strategies
New York
$12K +$11.9K +152 New
LNB
404
Ledyard National Bank
$10K +$9.52K +122 +3,050%
PCTC
405
Perkins Coie Trust Company
Washington
$9K -$1.09K -14 -11%
PMFA
406
Plante Moran Financial Advisors
Michigan
$9K
AWM
407
Aevitas Wealth Management
Massachusetts
$9K +$9.21K +118 New
UBS AM
408
UBS AM
Illinois
$7.04K
AssetMark Inc
409
AssetMark Inc
California
$7K
MFT
410
Moisand Fitzgerald Tamayo
Florida
$6K
TFS
411
TrustCore Financial Services
Tennessee
$6K +$6.24K +80 New
NPC
412
National Planning Corporation
California
$5.12K -$1.13M -14,416 -100%
BCI
413
Brinker Capital Investments
Pennsylvania
$5K
SHJ
414
Sharkey, Howes & Javer
Colorado
$5K
LFA
415
Legacy Financial Advisors
Kentucky
$5K +$5.78K +74 New
IBOK
416
Independence Bank of Kentucky
Kentucky
$4K +$3.9K +50 New
RIA
417
RPG Investment Advisory
California
$3K +$3.28K +42 New
IP
418
Isthmus Partners
Wisconsin
$1K +$780 +10 New
TSS
419
Two Sigma Securities
New York
-$11.1M -145,572 Closed
PL
420
Polianta Ltd
Jersey
-$6.32M -82,800 Closed
SG Americas Securities
421
SG Americas Securities
New York
-$2.83M -37,094 Closed
PFA
422
Pure Financial Advisors
California
-$2.8M -36,718 Closed
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
-$2.58M -33,104 Closed
CS
424
Credit Suisse
Switzerland
-$2.42M -31,638 Closed
HFS
425
HL Financial Services
Kentucky
-$2.16M -28,268 Closed