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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
$10.3M -$281K -3,512 -3%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$10M -$253K -3,168 -2%
KWMG
53
King Wealth Management Group
Florida
$9.4M +$93.6K +1,170 +1%
MWM
54
Merriman Wealth Management
Washington
$9.33M +$9.21M +115,188 New
CC
55
Courier Capital
New York
$9.13M +$27.7K +346 +0.3%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$9.1M -$3.59M -44,878 -29%
MGIA
57
Moneta Group Investment Advisors
Missouri
$8.85M +$3.01M +37,660 +53%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$8.84M -$209K -2,608 -2%
FAM
59
Flaharty Asset Management
Florida
$8.51M +$1.03M +12,878 +14%
AMG
60
Asset Management Group
Connecticut
$8.49M -$40.5K -506 -0.5%
EPP
61
ETF Portfolio Partners
Kansas
$8.47M +$65.8K +822 +0.8%
ADL
62
Asset Dedication LLC
California
$7.66M -$78.1K -976 -1%
RFC
63
Regions Financial Corp
Alabama
$7.14M -$1.1M -13,710 -13%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$6.67M +$333K +4,158 +5%
KFA
65
Kays Financial Advisory
Georgia
$6.34M -$165K -2,066 -3%
GLA
66
Great Lakes Advisors
Illinois
$6.15M +$68.3K +854 +1%
MA
67
MUFG Americas
New York
$6.08M +$147K +1,840 +3%
CWM
68
Cranbrook Wealth Management
Michigan
$5.96M -$53K -662 -0.9%
GT
69
Greenleaf Trust
Michigan
$5.59M +$97.6K +1,220 +2%
RWA
70
River Wealth Advisors
Pennsylvania
$5.34M -$125K -1,560 -2%
CIM
71
Confluence Investment Management
Missouri
$5.23M -$2.08M -26,030 -29%
SPC
72
Sigma Planning Corp
Michigan
$5.07M +$409K +5,116 +9%
SPIA
73
Steward Partners Investment Advisory
New York
$5.06M +$379K +4,738 +8%
US Bancorp
74
US Bancorp
Minnesota
$5.03M +$272K +3,396 +6%
FC
75
Ferris Capital
Massachusetts
$5.01M