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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
$3.3M +$441K +6,455 +17%
AA
27
Aire Advisors
California
$2.81M +$27.6K +404 +1%
Stifel Financial
28
Stifel Financial
Missouri
$2.71M +$85K +1,245 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.47M -$336K -4,928 -13%
AWS
30
Atria Wealth Solutions
New York
$2.29M -$449K -6,578 -17%
FA
31
Flagstar Advisors
New York
$2.25M -$80.8K -1,184 -4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.21M -$262K -3,842 -11%
MFG
33
Merit Financial Group
Georgia
$2M -$111K -1,621 -5%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$1.8M -$41.9K -614 -2%
LI
35
LRI Investments
Florida
$1.65M +$1.56M +22,791 New
DAS
36
Diversify Advisory Services
Utah
$1.6M +$1.52M +22,256 New
VCM
37
Vivaldi Capital Management
Illinois
$1.58M +$60K +879 +4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.54M +$868K +12,718 +150%
Goldman Sachs
39
Goldman Sachs
New York
$1.53M +$1.44M +21,149 New
CMP
40
Courage Miller Partners
Virginia
$1.53M -$3.89K -57 -0.3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.47M +$396K +5,799 +40%
PIAS
42
PCA Investment Advisory Services
Ohio
$1.24M +$216K +3,162 +23%
BWA
43
Burt Wealth Advisors
Maryland
$1.13M +$18.4K +270 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.05M
M&T Bank
45
M&T Bank
New York
$1.03M
Comerica Bank
46
Comerica Bank
Texas
$971K -$2.46K -36 -0.3%
Ameriprise
47
Ameriprise
Minnesota
$954K -$645K -9,445 -42%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$910K -$88.6K -1,298 -9%
LFAS
49
Level Four Advisory Services
Texas
$852K
CAN
50
Cetera Advisor Networks
California
$710K -$27K -395 -4%