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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.25M +$87.3K +1,354 +8%
KPWS
27
Kestra Private Wealth Services
Texas
$1.2M +$23.7K +367 +2%
FTUS
28
Flow Traders U.S.
New York
$1.19M -$4.9K -76 -0.4%
Ameriprise
29
Ameriprise
Minnesota
$1.15M -$228K -3,533 -16%
SFS
30
Sowell Financial Services
Arkansas
$1.11M -$455K -7,057 -29%
TC
31
TAP Consulting
Missouri
$972K -$381K -5,909 -28%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$972K -$61.5K -954 -6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$863K -$64.6K -1,003 -7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$846K -$1.08M -16,797 -56%
FHA
35
Flagship Harbor Advisors
Massachusetts
$817K +$820K +12,717 New
LFAS
36
Level Four Advisory Services
Texas
$787K
TRCT
37
Tower Research Capital (TRC)
New York
$700K +$699K +10,840 +20,074%
PK
38
Pflug Koory
Nebraska
$673K
Creative Planning
39
Creative Planning
Kansas
$619K +$621K +9,636 New
BWA
40
Burt Wealth Advisors
Maryland
$599K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$571K -$6.7K -104 -1%
Citigroup
42
Citigroup
New York
$561K +$83.8K +1,300 +17%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$477K -$3.49M -54,207 -88%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$435K -$874K -13,554 -67%
NFG
45
Next Financial Group
Texas
$432K +$45.5K +706 +12%
NL
46
NWAM LLC
Washington
$417K
MRCM
47
M&R Capital Management
New Jersey
$390K
PCIA
48
Prime Capital Investment Advisors
Kansas
$341K
DC
49
Davenport & Co
Virginia
$291K +$9.67K +150 +3%
SAM
50
Summit Asset Management
Tennessee
$287K