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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
551
Litman Gregory Wealth Management
California
$17K
GWSG
552
GPS Wealth Strategies Group
Colorado
$17K +$16K +168 New
BCWM
553
Bartlett & Co Wealth Management
Ohio
$15.1K
BC
554
Bartlett & Co
Ohio
$15K
RCM
555
Rain Capital Management
Oregon
$15K +$13.9K +146 New
JWBC
556
John W. Brooker & Co
California
$13K -$4.3K -45 -26%
SBL
557
Sargent Bickham Lagudis
Colorado
$13K
LS
558
Leelyn Smith
Illinois
$12K
LAS
559
Lloyd Advisory Services
Georgia
$12K +$11.5K +120 New
TFS
560
TrustCore Financial Services
Tennessee
$11K
SIS
561
Sound Income Strategies
Florida
$10.6K
LFG
562
Larson Financial Group
Missouri
$10K
PCTC
563
Perkins Coie Trust Company
Washington
$9K -$2.58K -27 -24%
GLLW
564
Graves Light Lenhart Wealth
Virginia
$9K
TF
565
Tompkins Financial
New York
$9K
JPLA
566
Joseph P. Lucia & Associates
New York
$8K
MFT
567
Moisand Fitzgerald Tamayo
Florida
$8K
MCM
568
MV Capital Management
Maryland
$7K
UFF
569
USA Financial Formulas
Michigan
$7K +$6.97K +73 New
BWL
570
Bogart Wealth LLC
Virginia
$6K +$5.25K +55 New
AIC
571
Ameritas Investment Company
Nebraska
$5.71K -$314K -3,289 -98%
KFS
572
Kelly Financial Services
Massachusetts
$5.05K +$95 +1 +2%
RMC
573
Resources Management Corp
Connecticut
$5K
TCWM
574
Total Clarity Wealth Management
Illinois
$5K +$4.58K +48 New
YAL
575
Your Advocates Ltd
Texas
$4K -$35.3K -370 -91%