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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
601
Old Second National Bank of Aurora
Illinois
$16K – – –
GWSG
602
GPS Wealth Strategies Group
Colorado
$15K – – –
SWM
603
Sugarloaf Wealth Management
Georgia
$15K – – –
RCM
604
Rain Capital Management
Oregon
$13K – – –
BAM
605
Baldrige Asset Management
Pennsylvania
$12K – – –
LS
606
Leelyn Smith
Illinois
$11K – – –
YAL
607
Your Advocates Ltd
Texas
$11K – – –
CT
608
Clearstead Trust
Maine
$11K +$12.3K +124 New
FCA
609
FinTrust Capital Advisors
South Carolina
$10K – – –
OSAM
610
O'Shaughnessy Asset Management
Connecticut
$9K – – –
CTC
611
Central Trust Company
Missouri
$9K +$10.4K +104 New
SC
612
Stephens Consulting
Michigan
$8.1K – – –
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
PCTC
614
Perkins Coie Trust Company
Washington
$8K – – –
TF
615
Tompkins Financial
New York
$8K – – –
RA
616
Rise Advisors
New York
$8K +$100 +1 +1%
LDFR
617
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
MFT
618
Moisand Fitzgerald Tamayo
Florida
$7K – – –
OHWP
619
Oak Harbor Wealth Partners
North Carolina
$7K – – –
CDIA
620
Capital Directions Investment Advisors
Georgia
$6K -$6.97K -70 Closed
TSWM
621
Tyler-Stone Wealth Management
Ohio
$6K – – –
HWA
622
HHM Wealth Advisors
Tennessee
$5K – – –
RMC
623
Resources Management Corp
Connecticut
$5K – – –
KFS
624
Kelly Financial Services
Massachusetts
$4.54K – – –
POIA
625
Pin Oak Investment Advisors
Texas
$4K – – –