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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.64M +$764K +12,269 +46%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.64M -$16.5K -265 -0.7%
AA
28
Aire Advisors
California
$2.6M +$609K +9,784 +34%
AWS
29
Atria Wealth Solutions
New York
$2.58M +$161K +2,590 +7%
Stifel Financial
30
Stifel Financial
Missouri
$2.45M +$28.6K +459 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.32M +$36.8K +591 +2%
FA
32
Flagstar Advisors
New York
$2.18M -$230K -3,690 -10%
MFG
33
Merit Financial Group
Georgia
$2.04M +$643K +10,336 +52%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$1.72M -$170K -2,736 -10%
MHS
35
M Holdings Securities
Oregon
$1.57M
Ameriprise
36
Ameriprise
Minnesota
$1.53M +$51.2K +823 +4%
DI
37
DFPG Investments
Utah
$1.51M +$30.5K +490 +2%
CMP
38
Courage Miller Partners
Virginia
$1.43M -$70.9K -1,139 -5%
VCM
39
Vivaldi Capital Management
Illinois
$1.4M -$2.24K -36 -0.2%
BWA
40
Burt Wealth Advisors
Maryland
$1.04M -$404K -6,488 -30%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$980K -$1.35M -21,755 -60%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$976K +$897K +14,415 New
M&T Bank
43
M&T Bank
New York
$966K
PIAS
44
PCA Investment Advisory Services
Ohio
$945K -$815K -13,084 -48%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$938K +$26.6K +427 +3%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$930K +$855K +13,732 New
Comerica Bank
47
Comerica Bank
Texas
$909K -$18.2K -292 -2%
LFAS
48
Level Four Advisory Services
Texas
$852K
CAN
49
Cetera Advisor Networks
California
$689K -$68.4K -1,099 -10%
DC
50
Davenport & Co
Virginia
$598K -$4.67K -75 -0.8%