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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$649K +$59.2K +1,200 +10%
VKH
27
Virtu KCG Holdings
New York
$557K +$555K +11,262 New
Citigroup
28
Citigroup
New York
$540K +$370K +7,503 +221%
CWM
29
Cornerstone Wealth Management
Missouri
$529K +$533K +10,803 New
CIBC World Market
30
CIBC World Market
Ontario, Canada
$503K +$33.9K +687 +7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$410K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$410K +$38.8K +786 +10%
VF
33
Virtu Financial
New York
$393K +$182K +3,693 +87%
SAM
34
Summit Asset Management
Tennessee
$379K
HighTower Advisors
35
HighTower Advisors
Illinois
$317K +$44.7K +906 +16%
AG
36
Advisor Group
Arizona
$270K -$178K -3,618 -40%
AFP
37
Ausdal Financial Partners
Iowa
$249K -$5.92K -120 -2%
BRWA
38
B. Riley Wealth Advisors
Florida
$246K +$245K +4,971 New
SBSB
39
Sullivan, Bruyette, Speros & Blaney
Virginia
$216K
BRC
40
Bell Rock Capital
Delaware
$208K -$102K -2,076 -33%
MRCM
41
M&R Capital Management
New Jersey
$191K -$11.5K -234 -6%
PMFA
42
Plante Moran Financial Advisors
Michigan
$163K
Creative Planning
43
Creative Planning
Kansas
$94K +$59.2K +1,200 +169%
IF
44
Ironwood Financial
Arizona
$77K -$5.33K -108 -6%
US Bancorp
45
US Bancorp
Minnesota
$68K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$64K +$55.9K +1,134 +652%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$62K +$21.2K +429 +51%
CAL
48
Capital Advisors Ltd
Ohio
$52K
GWM
49
Geneos Wealth Management
Colorado
$43K +$4.44K +90 +11%
UBS AM
50
UBS AM
Illinois
$42K -$2.52K -51 -6%