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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$40.8M +$1.6M +14,003 +4%
MCM
27
MAI Capital Management
Ohio
$40.3M -$49.4K -433 -0.1%
HighTower Advisors
28
HighTower Advisors
Illinois
$38.6M +$2.19M +19,196 +6%
JP Morgan Chase
29
JP Morgan Chase
New York
$37.5M -$5.55M -48,618 -13%
BF
30
BOK Financial
Oklahoma
$37.3M -$200K -1,751 -0.5%
Truist Financial
31
Truist Financial
North Carolina
$32.6M -$1.25M -10,988 -4%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$30.3M -$198K -1,739 -0.6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$28M -$1.14M -10,010 -4%
Creative Planning
34
Creative Planning
Kansas
$27.8M -$1.62M -14,217 -5%
Cerity Partners
35
Cerity Partners
New York
$25.9M -$682K -5,976 -3%
CC
36
Courier Capital
New York
$25.6M +$1.11M +9,715 +4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$25.2M +$1.26M +11,003 +5%
MFIM
38
Mesirow Financial Investment Management
Illinois
$24.9M -$306K -2,680 -1%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$21.2M -$628K -5,502 -3%
KeyBank National Association
40
KeyBank National Association
Ohio
$20.5M -$107K -938 -0.5%
1IA
41
1834 Investment Advisors
Wisconsin
$20.1M -$884K -7,750 -4%
AAP
42
Arax Advisory Partners
Colorado
$20M -$573K -5,022 -3%
Stifel Financial
43
Stifel Financial
Missouri
$19.5M -$624K -5,469 -3%
Mariner
44
Mariner
Kansas
$19.4M +$361K +3,161 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$19M -$878K -7,698 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$18.9M -$4.97M -43,585 -21%
SFI
47
SPC Financial Inc
Maryland
$18.9M +$68.5K +601 +0.4%
WAS
48
Wealth Advisory Solutions
Indiana
$18.6M -$1.11M -9,717 -6%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$18.2M +$864K +7,572 +5%
EH
50
Equitable Holdings
New York
$17.7M -$1.39M -12,218 -7%