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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$457K +$439K +9,486 New
AG
27
Advisor Group
Arizona
$438K +$249K +5,376 +146%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$399K +$139K +2,997 +57%
SAM
29
Summit Asset Management
Tennessee
$369K
RJFSA
30
Raymond James Financial Services Advisors
Florida
$361K +$30.8K +666 +10%
BRC
31
Bell Rock Capital
Delaware
$298K +$289K +6,237 New
HighTower Advisors
32
HighTower Advisors
Illinois
$267K +$3.19K +69 +1%
AFP
33
Ausdal Financial Partners
Iowa
$248K
SBSB
34
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K +$202K +4,362 New
VF
35
Virtu Financial
New York
$205K +$197K +4,251 New
LFAS
36
Level Four Advisory Services
Texas
$200K +$192K +4,149 New
MRCM
37
M&R Capital Management
New Jersey
$197K +$13.9K +300 +8%
Citigroup
38
Citigroup
New York
$164K +$80.3K +1,734 +104%
PMFA
39
Plante Moran Financial Advisors
Michigan
$159K
IF
40
Ironwood Financial
Arizona
$80K
US Bancorp
41
US Bancorp
Minnesota
$66K
CAL
42
Capital Advisors Ltd
Ohio
$50K
NFG
43
Next Financial Group
Texas
$43K +$22.2K +480 +119%
UBS AM
44
UBS AM
Illinois
$43K +$41.7K +900 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$40K
GWM
46
Geneos Wealth Management
Colorado
$38K +$556 +12 +2%
Creative Planning
47
Creative Planning
Kansas
$34K
IA
48
IFP Advisors
Florida
$26K +$25.1K +543 New
SPIA
49
Steward Partners Investment Advisory
New York
$13K +$12.5K +270 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8K +$5K +108 +164%