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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$14.6M +$409K +4,011 +3%
JE
52
JMAC Enterprises
Pennsylvania
$13.8M -$39.5K -387 -0.3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$13.5M +$236K +2,310 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$13.4M +$42.4K +416 +0.3%
Lido Advisors
55
Lido Advisors
California
$12.9M -$709K -6,947 -5%
LFS
56
Lutz Financial Services
Nebraska
$12.6M +$7.34K +72 +0.1%
CAL
57
Capital Advisors Ltd
Ohio
$11.9M -$315K -3,084 -2%
CC
58
Courier Capital
New York
$11.6M +$74.5K +730 +0.6%
CCFM
59
Clear Creek Financial Management
Washington
$11.6M +$12M +118,010 +2,569%
Mariner
60
Mariner
Kansas
$11.5M -$134K -1,317 -1%
BEC
61
Blue Edge Capital
Virginia
$11.4M +$496K +4,863 +4%
TYCC
62
Texas Yale Capital Corp
Florida
$11M -$7.65K -75 -0.1%
GIA
63
GHP Investment Advisors
Colorado
$10.9M +$60.9K +597 +0.5%
EE
64
EWG Elevate
California
$10.8M +$11.2M +109,653 +2,206%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$10.2M +$936K +9,178 +9%
EIP
66
Ellis Investment Partners
Pennsylvania
$10.1M -$52.4K -514 -0.5%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$9.76M -$128K -1,253 -1%
SFP
68
Sterling Financial Planning
New Jersey
$9.54M +$434K +4,260 +4%
SPIA
69
Steward Partners Investment Advisory
New York
$9.49M +$16.8K +165 +0.2%
AWS
70
Atria Wealth Solutions
New York
$9.35M +$2.6M +25,447 +35%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$9.32M -$175K -1,717 -2%
EPP
72
ETF Portfolio Partners
Kansas
$9.19M -$239K -2,347 -2%
UWPG
73
Ullmann Wealth Partners Group
Florida
$8.95M -$252K -2,469 -3%
CAN
74
Cetera Advisor Networks
California
$8.88M +$3.75M +36,745 +64%
AMG
75
Asset Management Group
Connecticut
$8.74M +$33.6K +329 +0.4%