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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.06M -$104K -1,914 -9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$982K -$134K -2,457 -12%
LFAS
28
Level Four Advisory Services
Texas
$690K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$679K +$657K +12,081 New
FSC
30
Full Sail Capital
Oklahoma
$578K
Citigroup
31
Citigroup
New York
$572K +$3.59K +66 +0.7%
VFA
32
Voya Financial Advisors
Connecticut
$556K -$27.1K -498 -5%
PAG
33
Private Advisor Group
New Jersey
$529K -$2.94K -54 -0.6%
CAN
34
Cetera Advisor Networks
California
$491K -$87.1K -1,602 -15%
IAA
35
Independent Advisor Alliance
North Carolina
$486K +$470K +8,640 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$435K
SS
37
Simplicity Solutions
Minnesota
$429K +$414K +7,623 New
AWM
38
AE Wealth Management
Kansas
$429K +$415K +7,626 New
CG
39
Colony Group
Massachusetts
$425K
PSF
40
Pacific Sun Financial
California
$422K +$16.3K +300 +4%
AG
41
Advisor Group
Arizona
$407K +$14.5K +267 +4%
MRCM
42
M&R Capital Management
New Jersey
$392K
PCIA
43
Prime Capital Investment Advisors
Kansas
$392K
HighTower Advisors
44
HighTower Advisors
Illinois
$337K -$326 -6 -0.1%
CA
45
Cetera Advisors
Colorado
$294K
FAT
46
First American Trust
California
$282K -$89.6K -1,647 -25%
PD
47
Planning Directions
Pennsylvania
$277K +$9.3K +171 +4%
FAIM
48
Financial Advocates Investment Management
Washington
$262K -$335K -6,153 -57%
SAM
49
Summit Asset Management
Tennessee
$252K
SBSB
50
Sullivan, Bruyette, Speros & Blaney
Virginia
$245K