We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$521K +$78.2K +1,440 +18%
Citadel Advisors
27
Citadel Advisors
Florida
$481K +$484K +8,901 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$468K -$43.8K -807 -9%
AG
29
Advisor Group
Arizona
$425K +$10.1K +186 +2%
PCIA
30
Prime Capital Investment Advisors
Kansas
$376K
RJA
31
Raymond James & Associates
Florida
$371K +$147K +2,700 +65%
PD
32
Planning Directions
Pennsylvania
$346K -$1.63K -30 -0.5%
HighTower Advisors
33
HighTower Advisors
Illinois
$328K
FAIM
34
Financial Advocates Investment Management
Washington
$311K -$67.5K -1,242 -18%
MRCM
35
M&R Capital Management
New Jersey
$306K
BRWA
36
B. Riley Wealth Advisors
Florida
$292K +$1.47K +27 +0.5%
SAM
37
Summit Asset Management
Tennessee
$268K -$93.9K -1,728 -26%
BPB
38
Badgley, Phelps & Bell
Washington
$236K +$238K +4,380 New
KA
39
Kovack Advisors
Florida
$235K -$10.6K -195 -4%
SBSB
40
Sullivan, Bruyette, Speros & Blaney
Virginia
$235K
AFP
41
Ausdal Financial Partners
Iowa
$221K
CA
42
Cetera Advisors
Colorado
$205K +$207K +3,804 New
BRC
43
Bell Rock Capital
Delaware
$193K -$28.2K -519 -13%
PMFA
44
Plante Moran Financial Advisors
Michigan
$178K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$96K +$24.3K +447 +34%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$89K +$90.1K +1,659 New
PCG
47
Private Capital Group
Connecticut
$87K
US Bancorp
48
US Bancorp
Minnesota
$85K +$23.5K +432 +38%
SWP
49
Stratos Wealth Partners
Ohio
$79K +$79.8K +1,470 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$56K -$978 -18 -2%