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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
651
Kelly Financial Services
Massachusetts
$5.54K – – –
POIA
652
Pin Oak Investment Advisors
Texas
$5K – – –
TCWM
653
Total Clarity Wealth Management
Illinois
$5K – – –
HM Payson & Co
654
HM Payson & Co
Maine
$4K – – –
HI
655
Hudock Inc
Pennsylvania
$4K – – –
JMF
656
Johnson Midwest Financial
Iowa
$3K -$19.3M -177,489 -100%
BFG
657
Baron Financial Group
New Jersey
$2.66K – – –
RA
658
Rise Advisors
New York
$2.1K +$2.07K +19 New
Quadrant Capital Group
659
Quadrant Capital Group
Ohio
$2K – – –
IFA
660
Interactive Financial Advisors
Illinois
$2K +$1.96K +18 New
RIG
661
Ramiah Investment Group
Wisconsin
– -$8.62M -83,664 Closed
WA
662
Wealthstar Advisors
Texas
– -$4.46M -43,300 Closed
Mariner Independent Advisor Network
663
Mariner Independent Advisor Network
Kansas
– -$4.12M -39,993 Closed
MSAM
664
Moloney Securities Asset Management
Missouri
– -$2M -19,455 Closed
Legacy Financial Group (Iowa)
665
Legacy Financial Group (Iowa)
Iowa
– -$1.72M -16,674 Closed
ACM
666
AlphaStar Capital Management
North Carolina
– -$1.75M -16,084 Closed
Flow Traders U.S.
667
Flow Traders U.S.
New York
– -$1.49M -14,421 Closed
Millennium Management
668
Millennium Management
New York
– -$806K -7,827 Closed
Global Retirement Partners
669
Global Retirement Partners
California
– -$802K -7,781 Closed
BCM
670
Beaumont Capital Management
Massachusetts
– -$606K -5,885 Closed
Evergreen Capital Management
671
Evergreen Capital Management
Washington
– -$589K -5,713 Closed
SWM
672
Soundmark Wealth Management
Washington
– -$588K -5,707 Closed
Segall Bryant & Hamill
673
Segall Bryant & Hamill
Illinois
– -$476K -4,627 Closed
W
674
WealthOne
New York
– -$374K -3,634 Closed
MP
675
McDonald Partners
Ohio
– -$333K -3,234 Closed