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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Liberty Wealth Management
California
$27K +$18.7K +298 +261%
Farmers & Merchants Investments Inc
402
Farmers & Merchants Investments Inc
Nebraska
$27K +$25.2K +402 New
GEA
403
Glen Eagle Advisors
New Jersey
$26.9K -$208K -3,312 -89%
SC
404
Steph & Co
Wisconsin
$25K – – –
Covington Capital Management
405
Covington Capital Management
California
$23K – – –
CI
406
Cordant Inc
Oregon
$20K – – –
SIAP
407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
BFC
408
Bedel Financial Consulting
Indiana
$18K -$6.02K -96 -26%
CICI
409
Capital Investment Counsel Inc
North Carolina
$18K – – –
FCM
410
Firestone Capital Management
Florida
$18K – – –
IBOK
411
Independence Bank of Kentucky
Kentucky
$18K – – –
PWP
412
Principle Wealth Partners
Connecticut
$18K +$16.9K +270 New
FP
413
Financial Perspectives
Minnesota
$17.4K – – –
Country Trust Bank
414
Country Trust Bank
Illinois
$17K – – –
TFS
415
TrustCore Financial Services
Tennessee
$17K – – –
JWBC
416
John W. Brooker & Co
California
$14K -$2.26K -36 -15%
Apollon Wealth Management
417
Apollon Wealth Management
South Carolina
$14K +$12.8K +204 New
Arkadios Wealth Advisors
418
Arkadios Wealth Advisors
Georgia
$13.3K -$48K -766 -79%
TL
419
TrueWealth LLC
Georgia
$13K – – –
EW
420
Element Wealth
Mississippi
$13K +$12.5K +200 New
OSNBOA
421
Old Second National Bank of Aurora
Illinois
$12K – – –
CFGS
422
Concourse Financial Group Securities
Alabama
$11K – – –
LGWM
423
Litman Gregory Wealth Management
California
$11K – – –
SWM
424
Sugarloaf Wealth Management
Georgia
$11K – – –
Benjamin Edwards Inc
425
Benjamin Edwards Inc
Missouri
$10K -$672K -10,716 -99%