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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$35.2M -$1.78M -17,324 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$32.3M +$2.36M +22,985 +9%
Creative Planning
28
Creative Planning
Kansas
$30.8M -$603K -5,863 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$29.7M +$6.7M +65,147 +33%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$29M +$26.2M +254,448 New
DPIM
31
Duff & Phelps Investment Management
Illinois
$27.5M +$195K +1,900 +0.8%
Cerity Partners
32
Cerity Partners
New York
$27.1M -$574K -5,584 -2%
CC
33
Courier Capital
New York
$24.4M +$337K +3,277 +2%
MFIM
34
Mesirow Financial Investment Management
Illinois
$23.5M +$21.2M +206,380 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$23.4M +$817K +7,942 +4%
1IA
36
1834 Investment Advisors
Wisconsin
$23.2M -$1.23M -12,006 -6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$21.9M +$1.6M +15,543 +9%
Osaic Holdings
38
Osaic Holdings
Arizona
$21.9M -$9.13M -88,766 -32%
AAP
39
Arax Advisory Partners
Colorado
$21.1M -$373K -3,629 -2%
KeyBank National Association
40
KeyBank National Association
Ohio
$20.9M -$204K -1,988 -1%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$20.7M +$4.22M +41,062 +29%
Lido Advisors
42
Lido Advisors
California
$19.6M +$255K +2,478 +1%
Mariner
43
Mariner
Kansas
$19.3M +$346K +3,362 +2%
EH
44
Equitable Holdings
New York
$19M -$2.14M -20,837 -11%
SFI
45
SPC Financial Inc
Maryland
$18.7M -$414K -4,028 -2%
SL
46
Salomon & Ludwin
Virginia
$18.4M
RJFSA
47
Raymond James Financial Services Advisors
Florida
$18M +$905K +8,805 +6%
WAS
48
Wealth Advisory Solutions
Indiana
$17.6M -$16.1M -156,930 -50%
FMC
49
First Merchants Corp
Indiana
$16.9M -$236K -2,295 -2%
JE
50
JMAC Enterprises
Pennsylvania
$15.8M +$309K +3,006 +2%