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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
51
Ullmann Wealth Partners Group
Florida
$9.17M +$955K +12,918 +12%
CC
52
Courier Capital
New York
$8.79M -$62.8K -850 -0.7%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$8.29M +$1.14M +15,392 +16%
AMG
54
Asset Management Group
Connecticut
$8.19M -$40.5K -548 -0.5%
KWMG
55
King Wealth Management Group
Florida
$8.15M +$76.9K +1,040 +1%
EPP
56
ETF Portfolio Partners
Kansas
$7.47M -$9.16K -124 -0.1%
FC
57
Ferris Capital
Massachusetts
$6.86M +$6.83M +92,400 New
LMIM
58
Lockheed Martin Investment Management
Maryland
$6.63M -$7.45M -100,812 -53%
KFA
59
Kays Financial Advisory
Georgia
$6.62M -$169K -2,282 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$6.37M +$6.33M +85,708 New
MIAN
61
Mariner Independent Advisor Network
Kansas
$6.23M -$4.8M -64,938 -44%
GT
62
Greenleaf Trust
Michigan
$6.07M -$36.9K -500 -0.6%
PL
63
Polianta Ltd
Jersey
$5.96M +$5.93M +80,200 New
CWM
64
Cranbrook Wealth Management
Michigan
$5.91M -$192K -2,602 -3%
SG Americas Securities
65
SG Americas Securities
New York
$5.9M +$5.87M +79,444 New
RWA
66
River Wealth Advisors
Pennsylvania
$5.87M -$37.1K -502 -0.6%
GLA
67
Great Lakes Advisors
Illinois
$5.64M +$338K +4,568 +6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$5.61M -$8.06M -109,036 -59%
RFC
69
Regions Financial Corp
Alabama
$5.59M +$527K +7,128 +10%
FAAS
70
First Allied Advisory Services
California
$5.55M -$433K -5,866 -7%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$5.55M -$343K -4,644 -6%
BEC
72
Blue Edge Capital
Virginia
$5.51M -$1.24M -16,722 -18%
MGIA
73
Moneta Group Investment Advisors
Missouri
$5.32M – – –
EDRIA
74
Edmonds Duncan Registered Investment Advisors
Kansas
$5.31M +$131K +1,778 +3%
ADL
75
Asset Dedication LLC
California
$5.24M -$5.32K -72 -0.1%