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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$14.8M -$319K -3,338 -2%
Stifel Financial
52
Stifel Financial
Missouri
$14.7M +$5.49M +57,483 +66%
PRS
53
Pinkerton Retirement Specialists
Idaho
$14.1M +$13.2M +137,988 New
KWP
54
Keystone Wealth Partners
Arizona
$14M +$517K +5,414 +4%
AWM
55
AE Wealth Management
Kansas
$13.9M +$9.02M +94,476 +227%
LFS
56
Lutz Financial Services
Nebraska
$13.8M -$600K -6,286 -4%
SPIA
57
Steward Partners Investment Advisory
New York
$13.3M +$1.92M +20,105 +18%
EPP
58
ETF Portfolio Partners
Kansas
$13M -$942K -9,864 -7%
SAF
59
Smith Anglin Financial
Texas
$12.8M +$2.68M +28,120 +29%
CAL
60
Capital Advisors Ltd
Ohio
$12.7M +$32.2K +337 +0.3%
CC
61
Courier Capital
New York
$12.7M +$40.1K +420 +0.3%
TYCC
62
Texas Yale Capital Corp
Florida
$12.3M -$830K -8,695 -7%
RIG
63
Ramiah Investment Group
Wisconsin
$12.1M +$11.3M +118,342 New
GIA
64
GHP Investment Advisors
Colorado
$11.7M -$212K -2,219 -2%
BEC
65
Blue Edge Capital
Virginia
$11.4M +$500K +5,238 +5%
EIP
66
Ellis Investment Partners
Pennsylvania
$11.2M +$230K +2,413 +2%
SPC
67
Sigma Planning Corp
Michigan
$10.9M +$8.22M +86,071 +420%
RFM
68
Royal Fund Management
Florida
$10.4M +$9.73M +101,879 New
EE
69
EWG Elevate
California
$10.4M +$9.7M +101,589 New
MWM
70
Mattern Wealth Management
Kansas
$10.3M +$9.2M +96,325 +2,266%
KPCM
71
Kings Point Capital Management
New York
$10.2M -$963K -10,087 -9%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$9.89M -$977K -10,237 -10%
AMG
73
Asset Management Group
Connecticut
$9.86M -$15.7K -164 -0.2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$9.82M -$74.8K -783 -0.8%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$9.64M +$3.78M +39,551 +72%