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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
426
Litman Gregory Wealth Management
California
$11K – – –
MFW
427
Mosaic Family Wealth
Missouri
$10K – – –
AF
428
Allworth Financial
California
$10K +$459 +6 +4%
LPC
429
Loeb Partners Corp
New York
$10K +$11.5K +150 New
FHA
430
Flagship Harbor Advisors
Massachusetts
$9K -$4.59K -60 -32%
ESB
431
Essex Savings Bank
Connecticut
$9K +$10.4K +136 New
AWM
432
Aevitas Wealth Management
Massachusetts
$8K – – –
LNB
433
Ledyard National Bank
$8K – – –
PCTC
434
Perkins Coie Trust Company
Washington
$8K – – –
PMFA
435
Plante Moran Financial Advisors
Michigan
$8K – – –
CTC
436
Central Trust Company
Missouri
$7K – – –
LWM
437
Liberty Wealth Management
California
$7K +$8.71K +114 New
LFA
438
Legacy Financial Advisors
Kentucky
$5K – – –
MFT
439
Moisand Fitzgerald Tamayo
Florida
$5K – – –
SHJ
440
Sharkey, Howes & Javer
Colorado
$4K – – –
AIC
441
Archer Investment Corporation
Indiana
$4K +$4.43K +58 New
AssetMark Inc
442
AssetMark Inc
California
$3K -$3.06K -40 -45%
CFD
443
Creative Financial Designs
Indiana
$3K – – –
RIA
444
RPG Investment Advisory
California
$3K – – –
RMC
445
Resources Management Corp
Connecticut
$3K +$3.82K +50 New
Parallax Volatility Advisers
446
Parallax Volatility Advisers
California
$1K -$20.3K -266 -94%
EFS
447
Edelman Financial Services
Virginia
– -$167M -1,991,738 Closed
RJFSA
448
Raymond James Financial Services Advisors
Florida
– -$15.3M -182,378 Closed
CS
449
Credit Suisse
Switzerland
– -$9.26M -110,700 Closed
KCM
450
Karp Capital Management
California
– -$3.27M -39,090 Closed