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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
651
Founders Capital Management (Texas)
Texas
$23K
AssetMark Inc
652
AssetMark Inc
California
$22.1K +$19K +190 +655%
NSIM
653
North Star Investment Management
Illinois
$21.9K
OCM
654
Orion Capital Management
California
$20.2K
OSNBOA
655
Old Second National Bank of Aurora
Illinois
$17.7K
POIA
656
Pin Oak Investment Advisors
Texas
$17K +$18.8K +188 +448%
SWM
657
Sugarloaf Wealth Management
Georgia
$16.7K +$599 +6 +4%
FFA
658
Farther Finance Advisors
California
$16.7K +$16.6K +166 New
PA
659
PSI Advisors
Florida
$16.2K -$105K -1,053 -87%
CJL
660
Cyrus J. Lawrence
New York
$16K +$15.8K +158 New
RCM
661
Rain Capital Management
Oregon
$15.3K +$200 +2 +1%
FCA
662
Fortis Capital Advisors
Kansas
$14.6K +$14.5K +145 New
BWL
663
Bogart Wealth LLC
Virginia
$14.2K -$4.79K -48 -25%
BAM
664
Baldrige Asset Management
Pennsylvania
$14K
CT
665
Clearstead Trust
Maine
$12K
LS
666
Leelyn Smith
Illinois
$11.9K
NFSG
667
Newbridge Financial Services Group
Florida
$10.5K -$12.2K -122 -54%
CTC
668
Central Trust Company
Missouri
$10.5K
FCA
669
FinTrust Capital Advisors
South Carolina
$10.1K
OSAM
670
O'Shaughnessy Asset Management
Connecticut
$9.98K
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.27K
SIM
672
Studio Investment Management
Illinois
$9.27K +$9.19K +92 New
SC
673
Stephens Consulting
Michigan
$9.07K
TF
674
Tompkins Financial
New York
$9K
SC
675
Sawyer & Company
Massachusetts
$9K +$8.99K +90 New