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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JE
51
JMAC Enterprises
Pennsylvania
$12M -$1.28M -12,866 -9%
LFS
52
Lutz Financial Services
Nebraska
$11.9M -$83.7K -841 -0.6%
CAL
53
Capital Advisors Ltd
Ohio
$11.4M +$123K +1,236 +1%
Mariner
54
Mariner
Kansas
$11.3M +$385K +3,872 +3%
CC
55
Courier Capital
New York
$11.1M +$19.6K +197 +0.2%
BEC
56
Blue Edge Capital
Virginia
$10.8M -$73.4K -737 -0.6%
TYCC
57
Texas Yale Capital Corp
Florida
$10.5M – – –
JF
58
JSF Financial
California
$10.4M +$2.61M +26,203 +29%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$10.4M +$1.69M +16,933 +17%
GIA
60
GHP Investment Advisors
Colorado
$10.3M -$82.8K -832 -0.7%
SFP
61
Sterling Financial Planning
New Jersey
$10M +$1.02M +10,238 +10%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$9.82M +$80.6K +810 +0.7%
EIP
63
Ellis Investment Partners
Pennsylvania
$9.76M +$146K +1,467 +1%
SPIA
64
Steward Partners Investment Advisory
New York
$9.4M +$393K +3,947 +4%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$9.33M -$41.1M -413,121 -80%
EPP
66
ETF Portfolio Partners
Kansas
$8.98M +$245K +2,464 +3%
UWPG
67
Ullmann Wealth Partners Group
Florida
$8.55M +$17.9K +180 +0.2%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$8.34M -$920K -9,244 -9%
KAS
69
Kestra Advisory Services
Texas
$8.24M +$652K +6,550 +8%
AMG
70
Asset Management Group
Connecticut
$8.15M -$198K -1,993 -2%
NFG
71
Nations Financial Group
Iowa
$8.09M +$60.6K +609 +0.7%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$7.78M -$102K -1,023 -1%
HFG
73
Heron Financial Group
New York
$7.68M +$749K +7,520 +10%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$7.58M +$465K +4,674 +6%
AWM
75
AE Wealth Management
Kansas
$7.55M +$4.2M +42,171 +101%