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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
601
GPS Wealth Strategies Group
Colorado
$15K
SWM
602
Sugarloaf Wealth Management
Georgia
$15K
RCM
603
Rain Capital Management
Oregon
$13K
BAM
604
Baldrige Asset Management
Pennsylvania
$12K
LS
605
Leelyn Smith
Illinois
$11K
YAL
606
Your Advocates Ltd
Texas
$11K
CT
607
Clearstead Trust
Maine
$11K +$12.3K +124 New
FCA
608
FinTrust Capital Advisors
South Carolina
$10K
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$9K
CTC
610
Central Trust Company
Missouri
$9K +$10.4K +104 New
SC
611
Stephens Consulting
Michigan
$8.1K
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
PCTC
613
Perkins Coie Trust Company
Washington
$8K
TF
614
Tompkins Financial
New York
$8K
RA
615
Rise Advisors
New York
$8K +$100 +1 +1%
LDFR
616
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
MFT
617
Moisand Fitzgerald Tamayo
Florida
$7K
OHWP
618
Oak Harbor Wealth Partners
North Carolina
$7K
CDIA
619
Capital Directions Investment Advisors
Georgia
$6K -$6.97K -70 Closed
TSWM
620
Tyler-Stone Wealth Management
Ohio
$6K
HWA
621
HHM Wealth Advisors
Tennessee
$5K
RMC
622
Resources Management Corp
Connecticut
$5K
KFS
623
Kelly Financial Services
Massachusetts
$4.54K
POIA
624
Pin Oak Investment Advisors
Texas
$4K
AssetMark Inc
625
AssetMark Inc
California
$3K