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iShares Morningstar Mid-Cap Value ETF
IMCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Axa
1
Axa
France
USD 20.1 M – – –
Morgan Stanley
2
Morgan Stanley
New York
USD 14.1 M +USD 498 k +10,071 +4%
UBS Group
3
UBS Group
Switzerland
USD 11 M +USD 2.36 M +47,769 +28%
Bank of America
4
Bank of America
North Carolina
USD 8.32 M -USD 368 k -7,455 -4%
Ameriprise
5
Ameriprise
Minnesota
USD 7.13 M +USD 1.86 M +37,623 +36%
Wells Fargo
6
Wells Fargo
California
USD 6.86 M +USD 156 k +3,153 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
USD 6.38 M +USD 3.16 M +63,879 +102%
First American Trust
8
First American Trust
California
USD 4.73 M +USD 487 k +9,861 +12%
GHP Investment Advisors
9
GHP Investment Advisors
Colorado
USD 3.76 M +USD 2.67 k +54 +0.1%
Marietta Wealth Management
10
Marietta Wealth Management
Georgia
USD 3.53 M +USD 236 k +4,785 +7%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 3.39 M +USD 2.53 M +51,153 +317%
LPL Financial
12
LPL Financial
California
USD 3.16 M -USD 277 k -5,598 -8%
Courage Miller Partners
13
Courage Miller Partners
Virginia
USD 2.32 M -USD 14.2 k -288 -0.6%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 2.22 M +USD 1.83 M +36,969 +531%
MML Investors Services
15
MML Investors Services
Massachusetts
USD 1.84 M +USD 331 k +6,702 +23%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 1.75 M -USD 342 k -6,924 -17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 1.58 M -USD 560 k -11,343 -26%
M Holdings Securities
18
M Holdings Securities
Oregon
USD 1.21 M – – –
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 1.11 M -USD 82 k -1,659 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 918 k +USD 42.4 k +858 +5%
NWAM LLC
21
NWAM LLC
Washington
USD 906 k -USD 4.15 k -84 -0.5%
Citigroup
22
Citigroup
New York
USD 823 k -USD 76.6 k -1,551 -9%
Level Four Advisory Services
23
Level Four Advisory Services
Texas
USD 789 k – – –
Goldman Sachs
24
Goldman Sachs
New York
USD 770 k -USD 109 k -2,202 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
USD 657 k -USD 58.7 k -1,188 -8%
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