We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$643K -$2.97K -57 -0.5%
CAN
27
Cetera Advisor Networks
California
$594K -$325K -6,243 -36%
FSC
28
Full Sail Capital
Oklahoma
$529K
Citigroup
29
Citigroup
New York
$517K -$820K -15,756 -62%
AG
30
Advisor Group
Arizona
$505K -$7.8K -150 -2%
PAG
31
Private Advisor Group
New Jersey
$501K -$84K -1,614 -14%
FFN
32
Focus Financial Network
Minnesota
$491K +$275K +5,295 +130%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$460K +$90.1K +1,731 +25%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$435K
FAT
35
First American Trust
California
$416K -$7.26M -139,596 -95%
VFA
36
Voya Financial Advisors
Connecticut
$399K +$17.5K +336 +5%
CG
37
Colony Group
Massachusetts
$397K
MRCM
38
M&R Capital Management
New Jersey
$366K
PCIA
39
Prime Capital Investment Advisors
Kansas
$366K
VF
40
Virtu Financial
New York
$351K +$348K +6,693 New
Jane Street
41
Jane Street
New York
$344K +$341K +6,555 New
PSF
42
Pacific Sun Financial
California
$320K +$318K +6,105 New
HighTower Advisors
43
HighTower Advisors
Illinois
$315K -$4.06K -78 -1%
PD
44
Planning Directions
Pennsylvania
$313K -$2.81K -54 -0.9%
CA
45
Cetera Advisors
Colorado
$265K +$24.2K +465 +10%
SAM
46
Summit Asset Management
Tennessee
$235K -$25.9K -498 -10%
BPB
47
Badgley, Phelps & Bell
Washington
$230K
SBSB
48
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K
IDA
49
Intelligence Driven Advisers
California
$220K -$366K -7,044 -63%
WWM
50
Western Wealth Management
Colorado
$220K +$218K +4,194 New