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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$9.82M +$3.43M +44,826 +46%
M&T Bank
52
M&T Bank
New York
$9.73M +$340K +4,448 +3%
CAL
53
Capital Advisors Ltd
Ohio
$9.56M +$245K +3,200 +2%
KPCM
54
Kings Point Capital Management
New York
$9.16M -$465K -6,078 -4%
UWPG
55
Ullmann Wealth Partners Group
Florida
$8.94M +$274K +3,578 +3%
Goldman Sachs
56
Goldman Sachs
New York
$8.85M +$8.56M +112,030 +706%
CA
57
Centerpoint Advisors
Massachusetts
$8.75M -$4.78M -62,472 -33%
GIA
58
GHP Investment Advisors
Colorado
$8.72M -$46.2K -604 -0.5%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$8.26M +$885K +11,582 +11%
ACA
60
Anchor Capital Advisors
Massachusetts
$8.08M +$8.93M +116,780 New
CPSAC
61
Chas P. Smith & Associates (CPS)
Florida
$8.02M -$53.4K -698 -0.6%
LMIM
62
Lockheed Martin Investment Management
Maryland
$7.95M -$3.59M -47,000 -29%
CC
63
Courier Capital
New York
$7.79M -$16.5K -216 -0.2%
KWMG
64
King Wealth Management Group
Florida
$7.7M -$386K -5,056 -4%
EPP
65
ETF Portfolio Partners
Kansas
$7.35M +$90.7K +1,186 +1%
AMG
66
Asset Management Group
Connecticut
$7.17M -$90.8K -1,188 -1%
CGA
67
Crescent Grove Advisors
Illinois
$7.13M +$7.88M +103,144 New
RFC
68
Regions Financial Corp
Alabama
$6.87M +$609K +7,966 +9%
MIAN
69
Mariner Independent Advisor Network
Kansas
$6.74M +$381K +4,980 +6%
CG
70
Colony Group
Massachusetts
$6.16M +$5.71M +74,650 +518%
Betterment LLC
71
Betterment LLC
New York
$6.04M +$5.15M +67,382 +338%
CIM
72
Confluence Investment Management
Missouri
$5.74M +$1.79M +23,458 +39%
ADL
73
Asset Dedication LLC
California
$5.45M -$1.45M -18,974 -19%
GLA
74
Great Lakes Advisors
Illinois
$5.31M +$120K +1,574 +2%
MA
75
MUFG Americas
New York
$5.17M