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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$20.7M -$1.54M -19,414 -7%
Truist Financial
27
Truist Financial
North Carolina
$20.5M +$2.13M +26,848 +11%
RCA
28
Rex Capital Advisors
Rhode Island
$19.8M +$132K +1,662 +0.7%
FMC
29
First Merchants Corp
Indiana
$18M -$619K -7,806 -3%
MCM
30
MAI Capital Management
Ohio
$17.7M +$652K +8,218 +4%
DPIM
31
Duff & Phelps Investment Management
Illinois
$17.3M +$79.3K +1,000 +0.4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$16M +$1.15M +14,442 +8%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$15.4M -$651K -8,206 -4%
GIA
34
GHP Investment Advisors
Colorado
$15.2M -$201K -2,540 -1%
TYCC
35
Texas Yale Capital Corp
Florida
$15M -$692K -8,730 -4%
LI
36
LVZ Inc
Michigan
$14.8M +$556K +7,012 +4%
1IA
37
1834 Investment Advisors
Wisconsin
$14.6M +$429K +5,414 +3%
CA
38
Centerpoint Advisors
Massachusetts
$14M -$324K -4,080 -2%
LFS
39
Lutz Financial Services
Nebraska
$13.9M -$302K -3,814 -2%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$13.8M -$625K -7,880 -4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$13.1M -$2.86M -36,122 -18%
FHB
42
First Hawaiian Bank
Hawaii
$12.7M -$796K -10,040 -6%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$12.1M +$349K +4,400 +3%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$12.1M -$2.94M -37,014 -19%
M&T Bank
45
M&T Bank
New York
$12M -$773K -9,752 -6%
MIAN
46
Mariner Independent Advisor Network
Kansas
$11.9M +$8.06M +101,608 +195%
SFI
47
SPC Financial Inc
Maryland
$11.3M +$173K +2,182 +2%
KPCM
48
Kings Point Capital Management
New York
$10.9M +$323K +4,074 +3%
CAL
49
Capital Advisors Ltd
Ohio
$10.4M -$73.6K -928 -0.7%
CPSAC
50
Chas P. Smith & Associates (CPS)
Florida
$9.82M -$252K -3,178 -2%