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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
551
Ballast Advisors
Minnesota
$73K -$1.33K -13 -2%
LC
552
Lindbrook Capital
California
$71K – – –
TAM
553
Townsend Asset Management
North Carolina
$68K – – –
AWM
554
Abound Wealth Management
Tennessee
$68K +$73.4K +720 New
SSB
555
Sandy Spring Bank
Maryland
$65K – – –
CFFP
556
Center for Financial Planning
Michigan
$62K – – –
TIM
557
Tortoise Investment Management
New York
$62K – – –
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$62K +$204 +2 +0.3%
KFI
559
Key Financial Inc
Pennsylvania
$62K +$6.93K +68 +12%
HI
560
Harbour Investments
Wisconsin
$61K +$65.5K +642 New
IAMOG
561
Investors Asset Management of Georgia
Georgia
$57K +$61.2K +600 New
CHC
562
City Holding Co
West Virginia
$56K – – –
TFGT
563
TS Financial Group (TSFG)
Illinois
$56K – – –
LFG
564
Larson Financial Group
Missouri
$55K – – –
PA
565
Parallel Advisors
California
$54K – – –
PCG
566
Private Capital Group
Connecticut
$53K -$956K -9,374 -94%
LPP
567
Life Planning Partners
Florida
$53K – – –
SC
568
Steph & Co
Wisconsin
$50K -$1.43K -14 -3%
RP
569
Rice Partnership
Hawaii
$50K – – –
CFN
570
Cordasco Financial Network
Florida
$49K – – –
RDIA
571
RE Dickinson Investment Advisors
Iowa
$49K – – –
AC
572
AlphaCore Capital
California
$48K – – –
FMTCOCP
573
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K – – –
FF
574
FourThought Financial
Florida
$47K – – –
TWA
575
TCI Wealth Advisors
Arizona
$45K – – –