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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
$17M -$127K -1,274 -0.8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$16.8M +$1.12M +11,249 +7%
FMC
53
First Merchants Corp
Indiana
$16.1M -$846K -8,475 -5%
SFI
54
SPC Financial Inc
Maryland
$15.9M -$110K -1,103 -0.7%
Mariner
55
Mariner
Kansas
$15.9M +$3.27M +32,722 +26%
LFS
56
Lutz Financial Services
Nebraska
$13.4M -$30.5K -305 -0.2%
JE
57
JMAC Enterprises
Pennsylvania
$13.2M -$215K -2,155 -2%
CCFM
58
Clear Creek Financial Management
Washington
$12.8M +$12.1M +120,949 +1,852%
CAL
59
Capital Advisors Ltd
Ohio
$12.8M +$11.6K +116 +0.1%
BEC
60
Blue Edge Capital
Virginia
$12.6M +$487K +4,876 +4%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$12.3M -$1.64M -16,375 -12%
JF
62
JSF Financial
California
$12.2M +$512K +5,125 +4%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$11.8M +$157K +1,571 +1%
MMA
64
Miracle Mile Advisors
California
$11.7M +$11.6M +115,865 New
GIA
65
GHP Investment Advisors
Colorado
$11.6M +$88.7K +888 +0.8%
TYCC
66
Texas Yale Capital Corp
Florida
$11.6M -$109K -1,096 -0.9%
SFP
67
Sterling Financial Planning
New Jersey
$11.4M +$222K +2,224 +2%
HCA
68
Heck Capital Advisors
Wisconsin
$11.2M +$9.25M +92,663 +500%
EIP
69
Ellis Investment Partners
Pennsylvania
$10.9M -$49.4K -495 -0.5%
SPIA
70
Steward Partners Investment Advisory
New York
$10.7M +$177K +1,772 +2%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$10.4M -$582K -5,824 -5%
US Bancorp
72
US Bancorp
Minnesota
$10.4M +$3.17M +31,738 +45%
KAS
73
Kestra Advisory Services
Texas
$10.3M +$1.1M +11,006 +12%
EPP
74
ETF Portfolio Partners
Kansas
$10M -$49.6K -497 -0.5%
UWPG
75
Ullmann Wealth Partners Group
Florida
$9.95M +$376K +3,765 +4%