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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
$709K +$57.6K +1,119 +9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$688K +$647K +12,567 +3,351%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$585K -$105K -2,046 -16%
VF
29
Virtu Financial
New York
$542K +$215K +4,182 +70%
FAIM
30
Financial Advocates Investment Management
Washington
$474K +$459K +8,916 New
VDI
31
Vaughan David Investments
Illinois
$463K +$448K +8,700 New
AFA
32
Aurora Financial Advisors
Massachusetts
$402K +$390K +7,566 New
PCIA
33
Prime Capital Investment Advisors
Kansas
$370K +$359K +6,969 New
AG
34
Advisor Group
Arizona
$367K -$29.8K -579 -8%
SAM
35
Summit Asset Management
Tennessee
$356K
HighTower Advisors
36
HighTower Advisors
Illinois
$350K -$1.92M -37,308 -85%
BRWA
37
B. Riley Wealth Advisors
Florida
$317K +$24.7K +480 +9%
Goldman Sachs
38
Goldman Sachs
New York
$299K -$498K -9,666 -63%
MRCM
39
M&R Capital Management
New Jersey
$285K
AFP
40
Ausdal Financial Partners
Iowa
$277K -$22.6K -438 -8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$267K +$32.4K +630 +14%
CAN
42
Cetera Advisor Networks
California
$257K +$28.1K +546 +13%
BRC
43
Bell Rock Capital
Delaware
$246K -$11.4K -222 -5%
TWM
44
Titus Wealth Management
California
$241K +$233K +4,530 New
SBSB
45
Sullivan, Bruyette, Speros & Blaney
Virginia
$232K
CWM
46
Cornerstone Wealth Management
Missouri
$203K -$12.7K -246 -6%
PMFA
47
Plante Moran Financial Advisors
Michigan
$175K
PCG
48
Private Capital Group
Connecticut
$86K +$83.4K +1,620 New
PWM
49
Perigon Wealth Management
California
$80K +$77.2K +1,500 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63K -$6.02K -117 -9%