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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$667K +$61.7K +1,248 +7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$588K -$611K -12,351 -43%
BWA
28
Burt Wealth Advisors
Maryland
$533K +$740K +14,955 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$490K +$83.1K +1,680 +14%
LFAS
30
Level Four Advisory Services
Texas
$437K
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$435K
AWM
32
AE Wealth Management
Kansas
$410K +$192K +3,888 +51%
SS
33
Simplicity Solutions
Minnesota
$401K +$180K +3,639 +48%
VFA
34
Voya Financial Advisors
Connecticut
$398K +$48.1K +972 +10%
PSF
35
Pacific Sun Financial
California
$315K +$66K +1,335 +18%
Citigroup
36
Citigroup
New York
$280K -$115K -2,319 -23%
CG
37
Colony Group
Massachusetts
$270K
PCIA
38
Prime Capital Investment Advisors
Kansas
$248K
MRCM
39
M&R Capital Management
New Jersey
$216K -$44.5K -900 -13%
HighTower Advisors
40
HighTower Advisors
Illinois
$215K +$5.05K +102 +2%
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K
TAIM
42
TD Ameritrade Investment Management
Nebraska
$145K +$196K +3,969 +3,392%
PMFA
43
Plante Moran Financial Advisors
Michigan
$118K
TRCT
44
Tower Research Capital (TRC)
New York
$114K +$159K +3,204 New
JPLA
45
Joseph P. Lucia & Associates
New York
$91K
SCA
46
Stonebridge Capital Advisors
Minnesota
$85K
FHA
47
Flagship Harbor Advisors
Massachusetts
$81K +$742 +15 +0.7%
HI
48
Hudock Inc
Pennsylvania
$75K +$105K +2,130 New
ASN
49
Advisory Services Network
Georgia
$59K +$82.5K +1,668 New
US Bancorp
50
US Bancorp
Minnesota
$58K -$3.56K -72 -4%