We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$703K -$37.7K -768 -5%
NPC
27
National Planning Corporation
California
$590K +$582K +11,856 New
NFG
28
Next Financial Group
Texas
$472K +$470K +9,573 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$448K +$38.9K +792 +10%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$430K -$71.5K -1,455 -14%
SAM
31
Summit Asset Management
Tennessee
$358K -$20K -408 -5%
AG
32
Advisor Group
Arizona
$354K +$84.9K +1,728 +32%
HighTower Advisors
33
HighTower Advisors
Illinois
$344K +$25.8K +525 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$314K -$381K -7,749 -55%
KA
35
Kovack Advisors
Florida
$266K +$265K +5,388 New
AFP
36
Ausdal Financial Partners
Iowa
$264K +$14.7K +300 +6%
MRCM
37
M&R Capital Management
New Jersey
$262K +$73.7K +1,500 +39%
BRWA
38
B. Riley Wealth Advisors
Florida
$252K +$5.89K +120 +2%
BRC
39
Bell Rock Capital
Delaware
$224K +$16.1K +327 +8%
ICOA
40
Investment Centers of America
North Dakota
$223K +$224K +4,563 New
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$215K
CAN
42
Cetera Advisor Networks
California
$211K +$210K +4,284 New
PMFA
43
Plante Moran Financial Advisors
Michigan
$163K
Creative Planning
44
Creative Planning
Kansas
$135K +$40.7K +828 +43%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$90K +$25.1K +510 +39%
IF
46
Ironwood Financial
Arizona
$73K -$3.68K -75 -5%
US Bancorp
47
US Bancorp
Minnesota
$51K -$16.9K -345 -25%
CAL
48
Capital Advisors Ltd
Ohio
$51K
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K +$42K +855 +509%
GWM
50
Geneos Wealth Management
Colorado
$43K