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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$10.8M +$132K +1,210 +1%
EPP
77
ETF Portfolio Partners
Kansas
$10.8M +$28.8K +265 +0.3%
SFP
78
Sterling Financial Planning
New Jersey
$10.5M +$186K +1,711 +2%
AMG
79
Asset Management Group
Connecticut
$10.3M +$34.4K +316 +0.3%
WWM
80
Windsor Wealth Management
Indiana
$10.2M +$302K +2,777 +3%
NFG
81
Nations Financial Group
Iowa
$10.2M +$1.12M +10,274 +13%
CIC
82
Chilton Investment Company
Connecticut
$9.93M
KPCM
83
Kings Point Capital Management
New York
$9.9M -$1.1M -10,081 -10%
UWPG
84
Ullmann Wealth Partners Group
Florida
$9.67M +$328K +3,014 +4%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$9.53M -$26.1K -240 -0.3%
KAS
86
Kestra Advisory Services
Texas
$9.48M +$2.79M +25,653 +43%
CCFM
87
Clear Creek Financial Management
Washington
$9.34M +$2.67M +24,498 +41%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$9.21M +$362K +3,327 +4%
FCBT
89
First Citizens Bank & Trust
North Carolina
$9.13M +$7.3M +67,053 +435%
HAS
90
Holland Advisory Services
Florida
$9.13M +$8.97M +82,445 New
FHB
91
First Hawaiian Bank
Hawaii
$9.08M -$250K -2,301 -3%
ACA
92
Ascension Capital Advisors
Texas
$8.43M +$2.84M +26,099 +52%
EE
93
EWG Elevate
California
$8.31M +$3.66M +33,590 +81%
MA
94
Mutual Advisors
Nebraska
$8.28M +$2.4M +22,076 +42%
HFG
95
Heron Financial Group
New York
$7.83M +$61.2K +562 +0.8%
APA
96
American Portfolios Advisors
New York
$7.76M +$1.45M +13,298 +23%
HCM
97
Hudson Capital Management
New Jersey
$7.7M -$2.31M -21,219 -24%
GLA
98
Great Lakes Advisors
Illinois
$7.65M -$117K -1,079 -2%
AF
99
Allworth Financial
California
$7.62M -$45.1M -414,783 -86%
US Bancorp
100
US Bancorp
Minnesota
$7.25M -$489K -4,490 -6%