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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$615K +$155K +3,141 +35%
Advisor Group
27
Advisor Group
Arizona
$376K +$14.1K +285 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$370K +$48.3K +978 +15%
Private Advisor Group
29
Private Advisor Group
New Jersey
$346K -$954K -19,305 -74%
SAM
30
Summit Asset Management
Tennessee
$338K -$27.4K -555 -8%
VF
31
Virtu Financial
New York
$303K +$297K +6,015 New
NPC
32
National Planning Corporation
California
$299K -$292K -5,919 -50%
AFP
33
Ausdal Financial Partners
Iowa
$284K +$14.8K +300 +6%
BRWA
34
B. Riley Wealth Advisors
Florida
$276K +$19K +384 +8%
MRCM
35
M&R Capital Management
New Jersey
$270K – – –
BRC
36
Bell Rock Capital
Delaware
$243K +$15.1K +306 +7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$222K +$217K +4,401 New
SBSB
38
Sullivan, Bruyette, Speros & Blaney
Virginia
$220K – – –
Cetera Advisor Networks
39
Cetera Advisor Networks
California
$216K – – –
ICOA
40
Investment Centers of America
North Dakota
$206K -$18.1K -366 -8%
CWM
41
Cornerstone Wealth Management
Missouri
$202K +$198K +4,014 New
PMFA
42
Plante Moran Financial Advisors
Michigan
$166K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$66K -$25.2K -510 -28%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$13.9K +282 +28%
CAL
45
Capital Advisors Ltd
Ohio
$52K – – –
US Bancorp
46
US Bancorp
Minnesota
$52K – – –
IF
47
Ironwood Financial
Arizona
$51K -$23.7K -480 -32%
Geneos Wealth Management
48
Geneos Wealth Management
Colorado
$44K +$148 +3 +0.3%
UBS AM
49
UBS AM
Illinois
$42.8K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$42K – – –