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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
$893K +$100K +2,502 +13%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$877K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$865K -$2.4K -60 -0.3%
Tower Research Capital (TRC)
29
Tower Research Capital (TRC)
New York
$792K +$625K +15,609 +487%
Osaic Holdings
30
Osaic Holdings
Arizona
$740K -$3.44M -85,818 -83%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$696K +$1.32K +33 +0.2%
Level Four Advisory Services
32
Level Four Advisory Services
Texas
$516K – – –
PK
33
Pflug Koory
Nebraska
$441K +$420K +10,482 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
PSF
35
Pacific Sun Financial
California
$364K -$7.21K -180 -2%
Citigroup
36
Citigroup
New York
$313K -$16.9K -423 -5%
Jane Street
37
Jane Street
New York
$308K -$550K -13,722 -65%
Prime Capital Investment Advisors
38
Prime Capital Investment Advisors
Kansas
$293K – – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$277K +$264K +6,588 New
MRCM
40
M&R Capital Management
New Jersey
$255K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$238K -$17.9K -447 -7%
SBSB
42
Sullivan, Bruyette, Speros & Blaney
Virginia
$184K – – –
BWA
43
Burt Wealth Advisors
Maryland
$172K -$435K -10,869 -73%
PMFA
44
Plante Moran Financial Advisors
Michigan
$139K – – –
TD Ameritrade Investment Management
45
TD Ameritrade Investment Management
Nebraska
$136K -$33.9K -846 -21%
Cetera Advisor Networks
46
Cetera Advisor Networks
California
$118K +$112K +2,802 New
JPLA
47
Joseph P. Lucia & Associates
New York
$107K – – –
SCA
48
Stonebridge Capital Advisors
Minnesota
$100K – – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$95K +$360 +9 +0.4%
HI
50
Hudock Inc
Pennsylvania
$89K – – –