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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$6.78M +$381K +4,277 +6%
LGA
27
Lebenthal Global Advisors
New York
$5.9M +$248K +2,790 +5%
Mariner
28
Mariner
Kansas
$5.24M +$17.1K +192 +0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.16M -$152K -1,702 -3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.96M -$6.24M -70,148 -56%
DI
31
DDFG Inc
California
$4.69M +$122K +1,376 +3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$4.44M +$4.33M +48,593 New
EH
33
Equitable Holdings
New York
$4.29M -$25.2M -283,317 -86%
Creative Planning
34
Creative Planning
Kansas
$4.15M +$92.5K +1,039 +2%
Stifel Financial
35
Stifel Financial
Missouri
$4.1M +$12.5K +140 +0.3%
SA
36
Sovran Advisors
California
$4.03M -$1.27M -14,278 -25%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$4M -$118K -1,329 -3%
EWA
38
EP Wealth Advisors
California
$3.97M +$40.1K +450 +1%
Jane Street
39
Jane Street
New York
$3.56M +$3.2M +35,943 +1,176%
AA
40
Aire Advisors
California
$3.49M -$208K -2,333 -6%
MEG
41
Millstone Evans Group
Colorado
$3.36M -$138K -1,551 -4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.25M -$8.46K -95 -0.3%
Goldman Sachs
43
Goldman Sachs
New York
$2.95M +$2.17M +24,418 +310%
MFG
44
Merit Financial Group
Georgia
$2.69M +$121K +1,360 +5%
DAS
45
Dynamic Advisor Solutions
Arizona
$2.61M +$87.3K +981 +4%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.38M -$47K -528 -2%
KAS
47
Kestra Advisory Services
Texas
$2.33M +$12.4K +139 +0.5%
DWM
48
Diversify Wealth Management
Utah
$2.28M +$124K +1,392 +6%
DAS
49
Diversify Advisory Services
Utah
$2.28M +$2.13M +23,905 New
CWMK
50
Caliber Wealth Management (Kansas)
Kansas
$2.25M +$89 +1 +0%