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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Aevitas Wealth Management
Massachusetts
$9K – – –
PCTC
452
Perkins Coie Trust Company
Washington
$9K – – –
PMFA
453
Plante Moran Financial Advisors
Michigan
$9K – – –
CTC
454
Central Trust Company
Missouri
$8K – – –
LWM
455
Liberty Wealth Management
California
$8K – – –
SIS
456
Sound Income Strategies
Florida
$8K +$7.74K +100 New
SQA
457
Simon Quick Advisors
New Jersey
$7K +$7.12K +92 New
JPLA
458
Joseph P. Lucia & Associates
New York
$6.33K +$6.04K +78 New
LFA
459
Legacy Financial Advisors
Kentucky
$6K – – –
MFT
460
Moisand Fitzgerald Tamayo
Florida
$6K – – –
WWM
461
Willingdon Wealth Management
North Carolina
$6K +$6.35K +82 New
AIC
462
Archer Investment Corporation
Indiana
$5K – – –
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.24K +$4.18K +54 New
AssetMark Inc
464
AssetMark Inc
California
$4K – – –
KFS
465
Kelly Financial Services
Massachusetts
$3.76K +$3.72K +48 New
CFD
466
Creative Financial Designs
Indiana
$3K – – –
RIA
467
RPG Investment Advisory
California
$3K – – –
QAM
468
QCI Asset Management
New York
$3K +$3.41K +44 New
WIA
469
World Investment Advisors
California
– -$17.1M -246,668 Closed
LI
470
LVZ Inc
Michigan
– -$11.9M -171,612 Closed
ACA
471
Anchor Capital Advisors
Massachusetts
– -$8.08M -116,780 Closed
Citadel Advisors
472
Citadel Advisors
Florida
– -$2.99M -43,174 Closed
WIC
473
Whitegate Investment Counselors
New Hampshire
– -$1.34M -19,434 Closed
CL
474
Cabana LLC
Arkansas
– -$771K -11,142 Closed
NI
475
Nuance Investments
Missouri
– -$679K -9,814 Closed