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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
626
Old Second National Bank of Aurora
Illinois
$15K – – –
HFS
627
HBC Financial Services
Washington
$15K +$15.6K +143 New
LAS
628
Lloyd Advisory Services
Georgia
$14K +$109 +1 +0.8%
SF
629
SBK Financial
Virginia
$14K +$13.9K +128 New
RK
630
Rather & Kittrell
Tennessee
$14K +$14.4K +132 New
LS
631
Leelyn Smith
Illinois
$13K – – –
CG
632
Cutler Group
California
$11K – – –
GLLW
633
Graves Light Lenhart Wealth
Virginia
$10K – – –
TF
634
Tompkins Financial
New York
$10K – – –
SC
635
Stephens Consulting
Michigan
$9.96K +$9.79K +90 New
MFT
636
Moisand Fitzgerald Tamayo
Florida
$9K – – –
PA
637
Parallel Advisors
California
$9K – – –
PCTC
638
Perkins Coie Trust Company
Washington
$9K – – –
MCM
639
MV Capital Management
Maryland
$8K – – –
OSAM
640
O'Shaughnessy Asset Management
Connecticut
$8K – – –
UFF
641
USA Financial Formulas
Michigan
$8K +$2.07K +19 +39%
SFM
642
Signet Financial Management
New Jersey
$8K +$7.83K +72 New
OHWP
643
Oak Harbor Wealth Partners
North Carolina
$8K +$8.27K +76 New
AssetMark Inc
644
AssetMark Inc
California
$7K -$90.8M -834,678 -100%
TC
645
TAP Consulting
Missouri
$7K +$6.75K +62 New
TSWM
646
Tyler-Stone Wealth Management
Ohio
$7K +$6.75K +62 New
HWA
647
HHM Wealth Advisors
Tennessee
$6K – – –
RMC
648
Resources Management Corp
Connecticut
$6K – – –
TFM
649
TFC Financial Management
Massachusetts
$6K – – –
SCA
650
Stonebridge Capital Advisors
Minnesota
$6K +$5.55K +51 New