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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Flaharty Asset Management
Florida
$17.3M +$386K +3,672 +2%
KWP
52
Keystone Wealth Partners
Arizona
$16.6M +$1.31M +12,511 +8%
PFG
53
Piershale Financial Group
Illinois
$16.2M -$13.9M -131,825 -46%
Stifel Financial
54
Stifel Financial
Missouri
$16.1M +$855K +8,135 +5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$15.9M -$726K -6,914 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$15.4M +$959K +9,125 +7%
Lido Advisors
57
Lido Advisors
California
$13.9M -$8.64M -82,215 -38%
LFS
58
Lutz Financial Services
Nebraska
$13.8M -$45.3K -431 -0.3%
SAF
59
Smith Anglin Financial
Texas
$13.7M -$583K -5,553 -4%
CAL
60
Capital Advisors Ltd
Ohio
$13M +$174K +1,660 +1%
CC
61
Courier Capital
New York
$12.4M -$367K -3,492 -3%
PFA
62
Pinnacle Family Advisors
Missouri
$12.3M +$895K +8,519 +8%
TYCC
63
Texas Yale Capital Corp
Florida
$12M -$399K -3,796 -3%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$12M +$1.09M +10,357 +10%
GIA
65
GHP Investment Advisors
Colorado
$11.8M +$34.5K +328 +0.3%
BEC
66
Blue Edge Capital
Virginia
$11.7M +$222K +2,109 +2%
Mariner
67
Mariner
Kansas
$11.7M +$4.01M +38,181 +51%
EIP
68
Ellis Investment Partners
Pennsylvania
$11.6M +$118K +1,124 +1%
PRS
69
Pinkerton Retirement Specialists
Idaho
$11.5M -$3.05M -29,037 -21%
MWM
70
Merriman Wealth Management
Washington
$10.5M -$2.93M -27,889 -21%
HighTower Advisors
71
HighTower Advisors
Illinois
$10.5M -$435K -4,136 -4%
KPCM
72
Kings Point Capital Management
New York
$10.3M -$51.5K -490 -0.5%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$10.1M +$430K +4,094 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$10.1M -$87.7K -835 -0.8%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$10M +$338K +3,219 +3%