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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPC
426
Loeb Partners Corp
New York
$10K +$11.5K +150 New
FHA
427
Flagship Harbor Advisors
Massachusetts
$9K -$4.59K -60 -32%
ESB
428
Essex Savings Bank
Connecticut
$9K +$10.4K +136 New
AWM
429
Aevitas Wealth Management
Massachusetts
$8K
LNB
430
Ledyard National Bank
$8K
PCTC
431
Perkins Coie Trust Company
Washington
$8K
PMFA
432
Plante Moran Financial Advisors
Michigan
$8K
CTC
433
Central Trust Company
Missouri
$7K
LWM
434
Liberty Wealth Management
California
$7K +$8.71K +114 New
LFA
435
Legacy Financial Advisors
Kentucky
$5K
MFT
436
Moisand Fitzgerald Tamayo
Florida
$5K
SHJ
437
Sharkey, Howes & Javer
Colorado
$4K
AIC
438
Archer Investment Corporation
Indiana
$4K +$4.43K +58 New
AssetMark Inc
439
AssetMark Inc
California
$3K -$3.06K -40 -45%
CFD
440
Creative Financial Designs
Indiana
$3K
RIA
441
RPG Investment Advisory
California
$3K
RMC
442
Resources Management Corp
Connecticut
$3K +$3.82K +50 New
UB
443
UMB Bank
Missouri
$1.83K +$61.5K +804 +3%
GT
444
Glenmede Trust
Pennsylvania
$1.72K +$106K +1,390 +6%
Parallax Volatility Advisers
445
Parallax Volatility Advisers
California
$1K -$20.3K -266 -94%
AMCA
446
Arthur M. Cohen & Associates
Illinois
$860 +$950K +12,426 New
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