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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
Gemmer Asset Management
California
$82K – – –
VFA
402
Valeo Financial Advisors
Indiana
$81K -$3.46K -44 -4%
OC
403
Oakworth Capital
Alabama
$73K – – –
WCG
404
Weaver Consulting Group
California
$72K – – –
SFSIG
405
San Francisco Sentry Investment Group
California
$70K – – –
TWA
406
TCI Wealth Advisors
Arizona
$67K – – –
ONST
407
Old North State Trust
North Carolina
$65K – – –
SB
408
Strategic Blueprint
Georgia
$64K +$63K +800 New
SSB
409
Sandy Spring Bank
Maryland
$62K – – –
FCMT
410
Founders Capital Management (Texas)
Texas
$57K – – –
TIM
411
Tortoise Investment Management
New York
$57K – – –
CFG
412
Citizens Financial Group
Rhode Island
$55K – – –
GWM
413
Geneos Wealth Management
Colorado
$52K – – –
FMTCOCP
414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K – – –
KTC
415
Kistler-Tiffany Companies
Pennsylvania
$50K +$157 +2 +0.3%
S
416
SignatureFD
Georgia
$42K – – –
TFGT
417
TS Financial Group (TSFG)
Illinois
$41K -$945 -12 -2%
CFN
418
Cordasco Financial Network
Florida
$41K – – –
ANBT
419
American National Bank & Trust
Texas
$37K – – –
FCB
420
First Command Bank
Texas
$37K – – –
FCFS
421
First Command Financial Services
Texas
$37K – – –
TW
422
Towerpoint Wealth
California
$36K +$35.4K +450 New
FANJ
423
Financial Architects (New Jersey)
New Jersey
$32K – – –
ZB
424
Zions Bancorporation
Utah
$32K – – –
TF
425
Tompkins Financial
New York
$30K -$4.09K -52 -12%