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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
401
TrueWealth LLC
Georgia
$17K – – –
SFC
402
SYM Financial Corp
Indiana
$17K +$16.9K +202 New
RPG
403
Risk Paradigm Group
Texas
$16.7K – – –
FHA
404
Flagship Harbor Advisors
Massachusetts
$16K -$1K -12 -6%
CBT
405
Central Bank & Trust
Kentucky
$16K – – –
WC
406
Whitnell & Co
Illinois
$16K – – –
OSNBOA
407
Old Second National Bank of Aurora
Illinois
$15K – – –
BWM
408
BerganKDV Wealth Management
Minnesota
$15K +$167 +2 +1%
KL
409
KWMG LLC
Kansas
$14K +$4.34K +52 +46%
LGWM
410
Litman Gregory Wealth Management
California
$14K +$13.9K +166 New
EWM
411
Elmwood Wealth Management
California
$12.2K – – –
MFW
412
Mosaic Family Wealth
Missouri
$12K – – –
AF
413
Allworth Financial
California
$12K +$5.68K +68 +89%
BWM
414
Baystate Wealth Management
Massachusetts
$12K +$12.2K +146 New
AWM
415
Aevitas Wealth Management
Massachusetts
$10K – – –
LNB
416
Ledyard National Bank
$10K – – –
PCTC
417
Perkins Coie Trust Company
Washington
$9K – – –
PMFA
418
Plante Moran Financial Advisors
Michigan
$9K – – –
CTC
419
Central Trust Company
Missouri
$8K – – –
AssetMark Inc
420
AssetMark Inc
California
$7K -$167 -2 -2%
MFT
421
Moisand Fitzgerald Tamayo
Florida
$7K – – –
TFS
422
TrustCore Financial Services
Tennessee
$7K – – –
LFA
423
Legacy Financial Advisors
Kentucky
$6K – – –
SHJ
424
Sharkey, Howes & Javer
Colorado
$5K – – –
RIA
425
RPG Investment Advisory
California
$4K – – –