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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
601
Founders Capital Management (Texas)
Texas
$22K +$23.7K +232 New
PCFFS
602
Pacific Center for Financial Services
California
$21K
SWM
603
Selective Wealth Management
Virginia
$21K +$22.4K +220 New
NSIM
604
North Star Investment Management
Illinois
$20K
ED
605
Exane Derivatives
France
$19.5K
OCM
606
Orion Capital Management
California
$19K
CBT
607
CoreFirst Bank & Trust
Kansas
$17K
OSNBOA
608
Old Second National Bank of Aurora
Illinois
$17K
GWSG
609
GPS Wealth Strategies Group
Colorado
$16K
SWM
610
Sugarloaf Wealth Management
Georgia
$15K
Bank of Montreal
611
Bank of Montreal
Ontario, Canada
$14.6K +$409K +4,011 +3%
RCM
612
Rain Capital Management
Oregon
$14K +$102 +1 +0.7%
BAM
613
Baldrige Asset Management
Pennsylvania
$13K
BWL
614
Bogart Wealth LLC
Virginia
$13K +$102 +1 +0.7%
YAL
615
Your Advocates Ltd
Texas
$11K -$5.1K -50 -29%
LS
616
Leelyn Smith
Illinois
$11K
FCA
617
FinTrust Capital Advisors
South Carolina
$10K
UFF
618
USA Financial Formulas
Michigan
$10K +$2.86K +28 +35%
TRCT
619
Tower Research Capital (TRC)
New York
$10K +$11.2K +110 New
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$9.99K -98 -52%
First Manhattan
621
First Manhattan
New York
$9K
GLLW
622
Graves Light Lenhart Wealth
Virginia
$9K
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$9K
SC
624
Stephens Consulting
Michigan
$8.5K
PCTC
625
Perkins Coie Trust Company
Washington
$8K