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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
26
Orgel Wealth Management
Wisconsin
$1.8M +$1.64M +26,413 +464%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.68M +$419K +6,748 +29%
CMP
28
Courage Miller Partners
Virginia
$1.67M -$63.6K -1,024 -3%
FTUS
29
Flow Traders U.S.
New York
$1.47M +$1.1M +17,736 +208%
WWM
30
Western Wealth Management
Colorado
$1.46M +$53.3K +859 +3%
MHS
31
M Holdings Securities
Oregon
$1.3M +$62 +1 +0%
Ameriprise
32
Ameriprise
Minnesota
$1.29M +$186K +3,003 +15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.28M -$164K -2,641 -10%
Citadel Advisors
34
Citadel Advisors
Florida
$1.08M +$1.2M +19,378 New
MFG
35
Merit Financial Group
Georgia
$1.05M +$1.17M +18,781 New
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$952K +$1.06M +17,026 New
KPWS
37
Kestra Private Wealth Services
Texas
$927K -$130K -2,101 -11%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$904K +$730K +11,764 +268%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$884K +$18.6K +300 +2%
M&T Bank
40
M&T Bank
New York
$798K
VCM
41
Vivaldi Capital Management
Illinois
$798K +$50.5K +813 +6%
LFAS
42
Level Four Advisory Services
Texas
$704K
AA
43
Aire Advisors
California
$650K +$722K +11,625 New
BWA
44
Burt Wealth Advisors
Maryland
$643K +$15.7K +253 +2%
TRCT
45
Tower Research Capital (TRC)
New York
$605K +$24.2K +390 +4%
PK
46
Pflug Koory
Nebraska
$586K
CAN
47
Cetera Advisor Networks
California
$556K -$105K -1,695 -15%
IA
48
IFP Advisors
Florida
$507K +$3.91K +63 +2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$491K -$5.03K -81 -0.9%
CFO
50
Collective Family Office
Pennsylvania
$480K +$533K +8,586 New