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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$36M +$4.51M +45,175 +14%
M&T Bank
27
M&T Bank
New York
$35.9M -$4.22M -42,220 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$29.3M +$1M +10,043 +4%
1IA
29
1834 Investment Advisors
Wisconsin
$27.4M -$323K -3,239 -1%
Lido Advisors
30
Lido Advisors
California
$26.1M -$272K -2,726 -1%
RCA
31
Rex Capital Advisors
Rhode Island
$26.1M -$1.09M -10,964 -4%
AA
32
Alesco Advisors
New York
$25.6M -$3.37M -33,795 -12%
Creative Planning
33
Creative Planning
Kansas
$25.4M +$9.46M +94,695 +60%
EH
34
Equitable Holdings
New York
$24.7M -$1.88M -18,794 -7%
SAF
35
Smith Anglin Financial
Texas
$24.5M +$2.12M +21,225 +10%
AAP
36
Arax Advisory Partners
Colorado
$24.3M -$1.42M -14,185 -6%
PRS
37
Pinkerton Retirement Specialists
Idaho
$24M +$23.8M +237,965 New
DPIM
38
Duff & Phelps Investment Management
Illinois
$23.9M +$190K +1,900 +0.8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$23.2M +$1.46M +14,613 +7%
AF
40
Allworth Financial
California
$21.8M -$1.71M -17,087 -7%
KeyBank National Association
41
KeyBank National Association
Ohio
$20.6M +$235K +2,354 +1%
WIA
42
World Investment Advisors
California
$20.1M +$19.7M +197,260 +8,514%
Stifel Financial
43
Stifel Financial
Missouri
$19.5M +$1.36M +13,615 +8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$19.4M +$4.92M +49,229 +34%
CC
45
Courier Capital
New York
$19.2M +$6.77M +67,751 +55%
SL
46
Salomon & Ludwin
Virginia
$18.4M -$39.4K -395 -0.2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$18M +$15.4M +154,208 +623%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$17.9M +$7.42M +74,275 +72%
HighTower Advisors
49
HighTower Advisors
Illinois
$17.9M +$3.67M +36,724 +26%
CAN
50
Cetera Advisor Networks
California
$17.6M +$11.2M +111,984 +178%