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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
$2.39M +$95.2K +1,544 +4%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$2.34M +$1.28M +20,761 +122%
DC
28
Davenport & Co
Virginia
$2.22M +$142K +2,296 +7%
Stifel Financial
29
Stifel Financial
Missouri
$2.08M -$27.1K -440 -1%
CMP
30
Courage Miller Partners
Virginia
$1.8M -$59.1K -959 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.78M -$1.28M -20,825 -42%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.78M +$360K +5,833 +26%
AA
33
Aire Advisors
California
$1.76M +$1.03M +16,673 +143%
MHS
34
M Holdings Securities
Oregon
$1.44M -$8.88K -144 -0.6%
MFG
35
Merit Financial Group
Georgia
$1.33M +$160K +2,587 +14%
Ameriprise
36
Ameriprise
Minnesota
$1.3M -$135K -2,191 -9%
BWA
37
Burt Wealth Advisors
Maryland
$1.03M +$314K +5,095 +44%
VCM
38
Vivaldi Capital Management
Illinois
$1.01M +$111K +1,799 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$924K -$55.9K -906 -6%
M&T Bank
40
M&T Bank
New York
$885K
WWM
41
Western Wealth Management
Colorado
$799K -$814K -13,203 -51%
LFAS
42
Level Four Advisory Services
Texas
$781K
CAN
43
Cetera Advisor Networks
California
$652K +$35.2K +570 +6%
PK
44
Pflug Koory
Nebraska
$650K
PSF
45
Pacific Sun Financial
California
$529K +$1.54K +25 +0.3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$510K -$34.8K -564 -6%
JCIA
47
Jackson Creek Investment Advisors
Colorado
$454K -$6.29K -102 -1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$448K +$10.9K +177 +3%
SFG
49
Sage Financial Group
Pennsylvania
$431K +$28.1K +455 +7%
Citigroup
50
Citigroup
New York
$420K -$53.8K -872 -11%