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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$409K +$46.4K +876 +13%
FAIM
27
Financial Advocates Investment Management
Washington
$371K -$5.88K -111 -2%
PCIA
28
Prime Capital Investment Advisors
Kansas
$370K
SAM
29
Summit Asset Management
Tennessee
$356K
PD
30
Planning Directions
Pennsylvania
$342K +$34.6K +654 +11%
Jane Street
31
Jane Street
New York
$340K -$630K -11,901 -65%
HighTower Advisors
32
HighTower Advisors
Illinois
$325K -$39.7K -750 -11%
MRCM
33
M&R Capital Management
New Jersey
$300K +$14.3K +270 +5%
BRWA
34
B. Riley Wealth Advisors
Florida
$286K -$19.7K -372 -6%
KA
35
Kovack Advisors
Florida
$241K +$24K +453 +11%
SBSB
36
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K
CAN
37
Cetera Advisor Networks
California
$224K +$223K +4,212 New
RJA
38
Raymond James & Associates
Florida
$221K +$221K +4,173 New
BRC
39
Bell Rock Capital
Delaware
$218K -$30.5K -576 -12%
AFP
40
Ausdal Financial Partners
Iowa
$217K
PMFA
41
Plante Moran Financial Advisors
Michigan
$175K
PCG
42
Private Capital Group
Connecticut
$86K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$71K +$30K +567 +74%
US Bancorp
44
US Bancorp
Minnesota
$61K
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58K +$5.72K +108 +11%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$56K
CAL
47
Capital Advisors Ltd
Ohio
$55K
IF
48
Ironwood Financial
Arizona
$53K
BAMG
49
Brand Asset Management Group
Missouri
$50K +$50.4K +951 New
SPIA
50
Steward Partners Investment Advisory
New York
$48K