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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
451
TrustCore Financial Services
Tennessee
$11K – – –
KWA
452
KCS Wealth Advisory
California
$9.75K +$9.6K +122 New
LWM
453
Liberty Wealth Management
California
$9K – – –
PCTC
454
Perkins Coie Trust Company
Washington
$9K – – –
PMFA
455
Plante Moran Financial Advisors
Michigan
$9K – – –
SIS
456
Sound Income Strategies
Florida
$8K -$15.6K -198 -66%
CTC
457
Central Trust Company
Missouri
$8K – – –
JPLA
458
Joseph P. Lucia & Associates
New York
$6K – – –
MFT
459
Moisand Fitzgerald Tamayo
Florida
$6K – – –
CI
460
Conning Inc
Connecticut
$6K +$5.83K +74 New
AIC
461
Archer Investment Corporation
Indiana
$5K – – –
WWM
462
Willingdon Wealth Management
North Carolina
$5K +$4.72K +60 New
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32K – – –
WEC
464
Winslow Evans & Crocker
Massachusetts
$4K – – –
RMC
465
Resources Management Corp
Connecticut
$4K +$3.94K +50 New
KFS
466
Kelly Financial Services
Massachusetts
$3.85K – – –
LDFR
467
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
PWMG
468
Prestige Wealth Management Group
New Jersey
$3K – – –
SWP
469
Strategic Wealth Partners
Ohio
$54 -$9.13K -116 -14%
LMIM
470
Lockheed Martin Investment Management
Maryland
– -$6.15M -77,116 Closed
RCAG
471
Rehmann Capital Advisory Group
Michigan
– -$5.8M -72,686 Closed
CC
472
Chanos & Company
New York
– -$3.71M -46,576 Closed
Citadel Advisors
473
Citadel Advisors
Florida
– -$2.95M -37,022 Closed
VCM
474
Vivaldi Capital Management
Illinois
– -$1.17M -14,700 Closed
PFO
475
Pathstone Family Office
New Jersey
– -$1.16M -14,530 Closed