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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
26
BOK Financial
Oklahoma
$35.6M +$81.2K +593 +0.2%
Cerity Partners
27
Cerity Partners
New York
$35.2M +$4.94M +36,056 +16%
WIA
28
World Investment Advisors
California
$35.2M +$1.31M +9,582 +4%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$33.4M +$1.99M +14,539 +6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$31.3M -$2.08M -15,170 -6%
WJA
31
Willis Johnson & Associates
Texas
$31.1M -$1.48M -10,789 -4%
CC
32
Courier Capital
New York
$29.7M -$2.69M -19,658 -8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$29.7M +$817K +5,968 +3%
Truist Financial
34
Truist Financial
North Carolina
$29.3M -$334K -2,439 -1%
Creative Planning
35
Creative Planning
Kansas
$26.6M -$2.57M -18,764 -9%
KeyBank National Association
36
KeyBank National Association
Ohio
$23.7M -$313K -2,284 -1%
Lido Advisors
37
Lido Advisors
California
$23.4M +$1.67M +12,201 +7%
Mariner
38
Mariner
Kansas
$23.1M +$312K +2,279 +1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21.8M -$1.46M -10,690 -6%
AC
40
AlphaCore Capital
California
$21.5M -$382K -2,787 -2%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$20.6M +$11.5M +83,729 +116%
SFP
42
Sterling Financial Planning
New Jersey
$20.4M +$125K +910 +0.6%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$19.9M +$13.7M +99,700 +198%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$19.3M +$268K +1,955 +1%
WANY
45
Wealthspire Advisors (New York)
New York
$18.4M -$178K -1,302 -0.9%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$17.4M +$123K +897 +0.7%
LFS
47
Lutz Financial Services
Nebraska
$15.7M -$168K -1,226 -1%
CAL
48
Capital Advisors Ltd
Ohio
$14.7M -$258K -1,885 -2%
Osaic Holdings
49
Osaic Holdings
Arizona
$14.4M -$397K -2,900 -3%
TYCC
50
Texas Yale Capital Corp
Florida
$14.4M -$514K -3,750 -3%