We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$2.73M -$140K -2,279 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.62M +$294K +4,786 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.37M +$1.47M +23,900 +179%
Stifel Financial
29
Stifel Financial
Missouri
$2.21M -$12.3K -201 -0.6%
AWS
30
Atria Wealth Solutions
New York
$2.09M +$2.02M +32,854 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.93M -$53.8K -877 -3%
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$1.88M -$194K -3,167 -10%
AA
33
Aire Advisors
California
$1.82M +$152K +2,470 +9%
PIAS
34
PCA Investment Advisory Services
Ohio
$1.71M +$160K +2,603 +11%
Citadel Advisors
35
Citadel Advisors
Florida
$1.58M +$1.52M +24,734 New
CMP
36
Courage Miller Partners
Virginia
$1.43M -$38.4K -626 -3%
BWA
37
Burt Wealth Advisors
Maryland
$1.39M +$715K +11,650 +115%
VCM
38
Vivaldi Capital Management
Illinois
$1.38M +$226K +3,684 +20%
Ameriprise
39
Ameriprise
Minnesota
$1.28M -$207K -3,381 -14%
MFG
40
Merit Financial Group
Georgia
$1.24M +$24K +391 +2%
MHS
41
M Holdings Securities
Oregon
$1.08M -$370K -6,028 -26%
TC
42
TownSquare Capital
Utah
$926K +$436K +7,113 +96%
M&T Bank
43
M&T Bank
New York
$908K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$854K -$57.7K -941 -7%
LFAS
45
Level Four Advisory Services
Texas
$801K
CAN
46
Cetera Advisor Networks
California
$739K -$13.3K -216 -2%
WWM
47
Western Wealth Management
Colorado
$682K -$164K -2,680 -20%
PK
48
Pflug Koory
Nebraska
$668K
DC
49
Davenport & Co
Virginia
$564K -$1.7M -27,721 -76%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$548K -$22.3K -364 -4%