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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$15.6M +$401K +3,753 +3%
PRS
52
Pinkerton Retirement Specialists
Idaho
$14.8M +$290K +2,711 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$14.7M +$14.6M +136,313 +17,566%
DCM
54
Dupont Capital Management
Delaware
$14.7M -$2.31M -21,655 -13%
SAF
55
Smith Anglin Financial
Texas
$14.6M +$1.44M +13,458 +11%
AWM
56
AE Wealth Management
Kansas
$14.2M -$164K -1,535 -1%
LFS
57
Lutz Financial Services
Nebraska
$14.2M -$137K -1,282 -0.9%
MWM
58
Merriman Wealth Management
Washington
$13.7M -$1.58M -14,839 -10%
CAL
59
Capital Advisors Ltd
Ohio
$13.1M +$38.9K +364 +0.3%
CC
60
Courier Capital
New York
$13.1M +$14.8K +139 +0.1%
TYCC
61
Texas Yale Capital Corp
Florida
$12.7M -$20.5K -192 -0.2%
RIG
62
Ramiah Investment Group
Wisconsin
$12.2M -$313K -2,928 -2%
GIA
63
GHP Investment Advisors
Colorado
$12M -$33.8K -316 -0.3%
BEC
64
Blue Edge Capital
Virginia
$11.8M -$29.8K -279 -0.2%
EIP
65
Ellis Investment Partners
Pennsylvania
$11.7M +$81K +758 +0.7%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$11.7M +$1.75M +16,352 +17%
PFA
67
Pinnacle Family Advisors
Missouri
$11.7M +$1.87M +17,472 +19%
IA
68
IFP Advisors
Florida
$11.2M +$3.61M +33,804 +47%
HighTower Advisors
69
HighTower Advisors
Illinois
$11.2M +$1.29M +12,089 +13%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$11.2M +$3.56M +33,301 +46%
KPCM
71
Kings Point Capital Management
New York
$10.5M -$20K -187 -0.2%
RFM
72
Royal Fund Management
Florida
$10.5M -$249K -2,327 -2%
SPIA
73
Steward Partners Investment Advisory
New York
$10.4M -$3.32M -31,050 -24%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$10.1M +$1.28K +12 +0%
SI
75
Stephens Inc
Arkansas
$10.1M +$1.99M +18,642 +24%