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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Flagstar Advisors
New York
$2.19M -$616K -9,642 -21%
AWS
27
Atria Wealth Solutions
New York
$2.17M +$172K +2,693 +8%
Stifel Financial
28
Stifel Financial
Missouri
$2.16M +$58.9K +922 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.04M +$213K +3,327 +11%
AA
30
Aire Advisors
California
$1.73M +$4.86K +76 +0.3%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$1.71M -$82K -1,283 -4%
PIAS
32
PCA Investment Advisory Services
Ohio
$1.64M +$10.3K +162 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.62M -$1.41M -22,092 -45%
MHS
34
M Holdings Securities
Oregon
$1.41M +$396K +6,193 +36%
CMP
35
Courage Miller Partners
Virginia
$1.35M -$14.3K -224 -1%
BWA
36
Burt Wealth Advisors
Maryland
$1.32M
DI
37
DFPG Investments
Utah
$1.31M -$1.28M -20,065 -48%
Ameriprise
38
Ameriprise
Minnesota
$1.31M +$107K +1,672 +8%
VCM
39
Vivaldi Capital Management
Illinois
$1.28M -$34.7K -543 -3%
MFG
40
Merit Financial Group
Georgia
$1.2M +$15.6K +244 +1%
M&T Bank
41
M&T Bank
New York
$864K
Comerica Bank
42
Comerica Bank
Texas
$831K +$876K +13,716 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$813K +$857K +13,417 New
LFAS
44
Level Four Advisory Services
Texas
$762K
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$722K -$95.4K -1,493 -11%
CAN
46
Cetera Advisor Networks
California
$683K -$20.5K -321 -3%
TC
47
TownSquare Capital
Utah
$602K -$294K -4,608 -32%
WWM
48
Western Wealth Management
Colorado
$569K -$84.6K -1,325 -12%
DC
49
Davenport & Co
Virginia
$540K +$3.51K +55 +0.6%
PSF
50
Pacific Sun Financial
California
$529K +$7.35K +115 +1%