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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$11.7M
Goldman Sachs
52
Goldman Sachs
New York
$11.1M +$45.1K +608 +0.4%
MIAN
53
Mariner Independent Advisor Network
Kansas
$11M +$5.01M +67,518 +83%
SFI
54
SPC Financial Inc
Maryland
$10.6M +$1.38M +18,666 +15%
CPSAC
55
Chas P. Smith & Associates (CPS)
Florida
$10.6M -$414K -5,586 -4%
AG
56
Advisor Group
Arizona
$10.4M +$6.5M +87,628 +167%
JP Morgan Chase
57
JP Morgan Chase
New York
$10.2M +$602K +8,120 +6%
KPCM
58
Kings Point Capital Management
New York
$10.1M +$582K +7,846 +6%
CAL
59
Capital Advisors Ltd
Ohio
$9.94M +$178K +2,402 +2%
CM
60
Churchill Management
California
$9.9M +$9.89M +133,382 New
CIM
61
Confluence Investment Management
Missouri
$9.1M +$1.41M +18,978 +18%
CC
62
Courier Capital
New York
$8.85M -$92.1K -1,242 -1%
AMG
63
Asset Management Group
Connecticut
$8.23M -$230K -3,098 -3%
UWPG
64
Ullmann Wealth Partners Group
Florida
$8.21M -$123K -1,656 -1%
KWMG
65
King Wealth Management Group
Florida
$8.07M +$252K +3,402 +3%
IFA
66
Interactive Financial Advisors
Illinois
$7.79M +$7.79M +105,004 New
FHC
67
First Heartland Consultants
Missouri
$7.61M +$5.73M +77,294 +306%
EPP
68
ETF Portfolio Partners
Kansas
$7.47M +$142K +1,914 +2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$7.15M +$135K +1,820 +2%
KFA
70
Kays Financial Advisory
Georgia
$6.78M -$247K -3,330 -4%
BEC
71
Blue Edge Capital
Virginia
$6.75M +$344K +4,634 +5%
IA
72
IFP Advisors
Florida
$6.28M +$1.71M +23,068 +37%
GT
73
Greenleaf Trust
Michigan
$6.1M -$156K -2,106 -2%
CWM
74
Cranbrook Wealth Management
Michigan
$6.1M -$338K -4,554 -5%
FAAS
75
First Allied Advisory Services
California
$5.98M -$6.96M -93,850 -54%