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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
476
International Assets Investment Management
Florida
$144K
SMG
477
Spectrum Management Group
Indiana
$141K
EI
478
Ellevest Inc
New York
$138K
SMA
479
Sage Mountain Advisors
Georgia
$136K
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$134K
JGIA
481
Jackson Grant Investment Advisers
Connecticut
$134K +$477 +5 +0.4%
GAM
482
Gemmer Asset Management
California
$134K +$27.5K +288 +28%
BA
483
Ballast Advisors
Minnesota
$132K
COCM
484
Charter Oak Capital Management
New Hampshire
$126K -$25.5K -267 -18%
SSC
485
Syverson Strege & Co
Iowa
$123K
PFBT
486
Parkside Financial Bank & Trust
Missouri
$116K +$955 +10 +0.9%
FPB
487
First PREMIER Bank
South Dakota
$97K
TFO
488
Tarbox Family Office
California
$97K
E
489
Ergoteles
New York
$96K +$89.5K +938 New
SAM
490
S.A. Mason
Michigan
$90K
ST
491
Smithfield Trust
Pennsylvania
$87K
VFA
492
Valeo Financial Advisors
Indiana
$84K
ONST
493
Old North State Trust
North Carolina
$83K
LB
494
Legacy Bridge
Iowa
$82K
CHA
495
Carmichael Hill & Associates
Maryland
$81K
Bank of Montreal
496
Bank of Montreal
Ontario, Canada
$80K -$124K -1,304 -63%
RDFA
497
Ritter Daniher Financial Advisory
Ohio
$76K
CFFP
498
Center for Financial Planning
Michigan
$69K +$1.53K +16 +2%
MF
499
Manchester Financial
California
$68K
TIM
500
Tortoise Investment Management
New York
$67K