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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
$42.1M +$645K +5,732 +2%
Lido Advisors
27
Lido Advisors
California
$40.9M +$19.6M +173,768 +101%
BF
28
BOK Financial
Oklahoma
$38.7M -$405K -3,595 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$37.9M +$6.76M +60,050 +23%
Truist Financial
30
Truist Financial
North Carolina
$35.2M -$1.26M -11,210 -4%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$31.8M +$1.66M +14,764 +6%
Creative Planning
32
Creative Planning
Kansas
$30.7M -$1.26M -11,226 -4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$30.4M +$17.1M +151,869 +145%
DPIM
34
Duff & Phelps Investment Management
Illinois
$28.5M
Cerity Partners
35
Cerity Partners
New York
$27.7M -$366K -3,249 -1%
MFIM
36
Mesirow Financial Investment Management
Illinois
$26.2M +$1.74M +15,463 +7%
CC
37
Courier Capital
New York
$25.6M +$254K +2,253 +1%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$24.9M +$660K +5,861 +3%
Osaic Holdings
39
Osaic Holdings
Arizona
$24.9M +$2.04M +18,119 +9%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$22.8M +$1.24M +10,986 +6%
1IA
41
1834 Investment Advisors
Wisconsin
$21.9M -$2.12M -18,864 -9%
KeyBank National Association
42
KeyBank National Association
Ohio
$21.5M -$145K -1,290 -0.7%
AAP
43
Arax Advisory Partners
Colorado
$21.5M -$334K -2,962 -2%
SL
44
Salomon & Ludwin
Virginia
$21.2M -$388K -3,447 -2%
Stifel Financial
45
Stifel Financial
Missouri
$20.9M +$4.79M +42,582 +32%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$20.8M -$1.68M -14,922 -8%
WAS
47
Wealth Advisory Solutions
Indiana
$20.6M +$2.18M +19,403 +13%
EH
48
Equitable Holdings
New York
$19.9M +$247K +2,192 +1%
Mariner
49
Mariner
Kansas
$19.9M -$116K -1,028 -0.6%
SFI
50
SPC Financial Inc
Maryland
$19.6M +$193K +1,717 +1%