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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
551
Ritter Daniher Financial Advisory
Ohio
$82K – – –
GAM
552
Gemmer Asset Management
California
$81K – – –
TAM
553
Townsend Asset Management
North Carolina
$80K – – –
CFFP
554
Center for Financial Planning
Michigan
$73K – – –
TIM
555
Tortoise Investment Management
New York
$73K – – –
KTC
556
Kistler-Tiffany Companies
Pennsylvania
$72K +$326 +3 +0.5%
Harbour Investments
557
Harbour Investments
Wisconsin
$70K -$145K -1,336 -68%
SSB
558
Sandy Spring Bank
Maryland
$70K +$23.5K +216 +53%
AW
559
Alaethes Wealth
Nevada
$68K – – –
AlphaCore Capital
560
AlphaCore Capital
California
$66K – – –
TFGT
561
TS Financial Group (TSFG)
Illinois
$66K +$10.9K +100 +20%
MIM
562
Macroview Investment Management
Maryland
$65K -$4.03K -37 -6%
RIA
563
Richwood Investment Advisors
Ohio
$65K +$64.2K +590 New
KFI
564
Key Financial Inc
Pennsylvania
$64K – – –
Larson Financial Group
565
Larson Financial Group
Missouri
$64K – – –
CIAS
566
Capital Investment Advisory Services
North Carolina
$63K – – –
CHC
567
City Holding Co
West Virginia
$63K +$14.7K +135 +30%
LPP
568
Life Planning Partners
Florida
$63K +$61.4K +564 New
BWM
569
BerganKDV Wealth Management
Minnesota
$62K +$30.8K +283 +102%
SignatureFD
570
SignatureFD
Georgia
$61K – – –
SC
571
Steph & Co
Wisconsin
$61K – – –
GEA
572
Glen Eagle Advisors
New Jersey
$58.7K – – –
RP
573
Rice Partnership
Hawaii
$58K – – –
CFN
574
Cordasco Financial Network
Florida
$57K – – –
FF
575
FourThought Financial
Florida
$55K – – –