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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$11.6M +$8.87M +111,746 +337%
M&T Bank
52
M&T Bank
New York
$11.5M -$309K -3,890 -3%
KPCM
53
Kings Point Capital Management
New York
$10.8M +$133K +1,682 +1%
CAL
54
Capital Advisors Ltd
Ohio
$10.6M -$526K -6,626 -5%
UWPG
55
Ullmann Wealth Partners Group
Florida
$10.5M +$48.7K +614 +0.5%
FHB
56
First Hawaiian Bank
Hawaii
$10.5M -$1.15M -14,464 -10%
HighTower Advisors
57
HighTower Advisors
Illinois
$10.3M +$84.1K +1,060 +0.8%
GIA
58
GHP Investment Advisors
Colorado
$9.7M -$186K -2,342 -2%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$9.13M +$180K +2,274 +2%
CPSAC
60
Chas P. Smith & Associates (CPS)
Florida
$9.12M -$28.1K -354 -0.3%
CC
61
Courier Capital
New York
$9.1M +$76.3K +962 +0.9%
KWMG
62
King Wealth Management Group
Florida
$8.98M +$100K +1,266 +1%
EPP
63
ETF Portfolio Partners
Kansas
$8.57M +$138K +1,740 +2%
GT
64
Greenleaf Trust
Michigan
$8.36M -$7.3K -92 -0.1%
AMG
65
Asset Management Group
Connecticut
$7.9M -$125K -1,580 -2%
CA
66
Centerpoint Advisors
Massachusetts
$7.59M +$2.87M +36,116 +61%
MIAN
67
Mariner Independent Advisor Network
Kansas
$7.24M -$23.8K -300 -0.3%
Goldman Sachs
68
Goldman Sachs
New York
$7.01M +$369K +4,652 +6%
US Bancorp
69
US Bancorp
Minnesota
$6.89M +$119K +1,502 +2%
Creative Planning
70
Creative Planning
Kansas
$6.8M +$4.75M +59,878 +235%
Mariner
71
Mariner
Kansas
$6.57M +$1.97M +24,796 +43%
LMIM
72
Lockheed Martin Investment Management
Maryland
$6.15M -$3M -37,800 -33%
CFB
73
Cullen/Frost Bankers
Texas
$6.09M +$231K +2,908 +4%
CG
74
Colony Group
Massachusetts
$6.08M -$88.2K -1,112 -1%
GLA
75
Great Lakes Advisors
Illinois
$6.03M -$7.46K -94 -0.1%