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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
Legacy Financial Advisors
Kentucky
$6K – – –
MFT
402
Moisand Fitzgerald Tamayo
Florida
$6K – – –
TFS
403
TrustCore Financial Services
Tennessee
$6K – – –
AF
404
Allworth Financial
California
$6K +$6.08K +76 New
SHJ
405
Sharkey, Howes & Javer
Colorado
$5K – – –
RIA
406
RPG Investment Advisory
California
$3K – – –
CFD
407
Creative Financial Designs
Indiana
$3K +$3.2K +40 New
KCPG
408
Kavar Capital Partners Group
Kansas
$1K – – –
PCIA
409
Prime Capital Investment Advisors
Kansas
$1K +$1.12K +14 New
MIAN
410
Mariner Independent Advisor Network
Kansas
– -$11.9M -153,616 Closed
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
– -$7.06M -88,232 Closed
CS
412
Credit Suisse
Switzerland
– -$6M -77,732 Closed
LA
413
Leonetti & Associates
Illinois
– -$3.55M -45,906 Closed
GT
414
Glenmede Trust
Pennsylvania
– -$1.97M -24,664 Closed
Jane Street
415
Jane Street
New York
– -$1.66M -21,464 Closed
CCT
416
Country Club Trust
Missouri
– -$907K -11,744 Closed
TW
417
Transform Wealth
Colorado
– -$745K -9,638 Closed
Citadel Advisors
418
Citadel Advisors
Florida
– -$578K -7,486 Closed
TSS
419
Two Sigma Securities
New York
– -$357K -4,624 Closed
CBU
420
CIBC Bank USA
Illinois
– -$307K -3,974 Closed
HIMC
421
Heritage Investors Management Corp
Maryland
– -$265K -3,430 Closed
RCM
422
RB Capital Management
Nevada
– -$252K -3,264 Closed
KA
423
Klingman & Associates
New York
– -$250K -3,234 Closed
PFS
424
Prospera Financial Services
Texas
– -$225K -2,914 Closed
PWM
425
Perigon Wealth Management
California
– -$170K -2,200 Closed