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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$694K +$680K +12,957 New
LFAS
27
Level Four Advisory Services
Texas
$658K
FFN
28
Focus Financial Network
Minnesota
$643K +$137K +2,613 +28%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$615K +$142K +2,700 +31%
FAIM
30
Financial Advocates Investment Management
Washington
$580K -$1.37M -26,085 -71%
FSC
31
Full Sail Capital
Oklahoma
$561K
CAN
32
Cetera Advisor Networks
California
$555K -$47.9K -912 -8%
VFA
33
Voya Financial Advisors
Connecticut
$554K +$144K +2,736 +36%
Citigroup
34
Citigroup
New York
$542K +$13.7K +261 +3%
PAG
35
Private Advisor Group
New Jersey
$508K -$4.09K -78 -0.8%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$435K
Jane Street
37
Jane Street
New York
$435K +$81.8K +1,560 +24%
CG
38
Colony Group
Massachusetts
$406K
PSF
39
Pacific Sun Financial
California
$386K +$57.5K +1,095 +18%
AG
40
Advisor Group
Arizona
$374K -$140K -2,664 -28%
MRCM
41
M&R Capital Management
New Jersey
$374K
PCIA
42
Prime Capital Investment Advisors
Kansas
$374K
FAT
43
First American Trust
California
$357K -$65.5K -1,248 -16%
HighTower Advisors
44
HighTower Advisors
Illinois
$321K
GIM
45
Goelzer Investment Management
Indiana
$285K +$279K +5,316 New
CA
46
Cetera Advisors
Colorado
$279K +$11.5K +219 +4%
PD
47
Planning Directions
Pennsylvania
$255K -$63.3K -1,206 -20%
SAM
48
Summit Asset Management
Tennessee
$240K
VF
49
Virtu Financial
New York
$239K -$118K -2,241 -33%
BPB
50
Badgley, Phelps & Bell
Washington
$235K