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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$2.26M +$47.3K +739 +2%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.25M -$135K -2,108 -5%
Stifel Financial
28
Stifel Financial
Missouri
$2.16M +$87.1K +1,360 +4%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$2.02M -$330K -5,157 -14%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.93M +$164K +2,566 +9%
AA
31
Aire Advisors
California
$1.61M -$144K -2,253 -8%
PIAS
32
PCA Investment Advisory Services
Ohio
$1.5M +$1.55M +24,279 New
Ameriprise
33
Ameriprise
Minnesota
$1.45M +$164K +2,559 +12%
CMP
34
Courage Miller Partners
Virginia
$1.43M -$376K -5,878 -20%
MHS
35
M Holdings Securities
Oregon
$1.43M -$7.81K -122 -0.5%
MFG
36
Merit Financial Group
Georgia
$1.18M -$144K -2,254 -11%
VCM
37
Vivaldi Capital Management
Illinois
$1.11M +$147K +2,298 +15%
DI
38
DFPG Investments
Utah
$1.1M +$1.14M +17,842 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$887K -$35.7K -557 -4%
M&T Bank
40
M&T Bank
New York
$882K
WWM
41
Western Wealth Management
Colorado
$829K +$33.5K +523 +4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$826K -$1.65M -25,802 -66%
JJBC
43
James J. Burns & Company
New York
$810K +$582K +9,093 +228%
LFAS
44
Level Four Advisory Services
Texas
$779K
CAN
45
Cetera Advisor Networks
California
$731K +$83.7K +1,308 +12%
PK
46
Pflug Koory
Nebraska
$649K
BWA
47
Burt Wealth Advisors
Maryland
$630K -$411K -6,420 -39%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$554K +$111K +1,735 +24%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$523K +$15K +234 +3%
SFG
50
Sage Financial Group
Pennsylvania
$472K +$43.7K +683 +10%