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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.72M +$98.6K +1,394 +4%
AA
27
Aire Advisors
California
$2.5M -$229K -3,239 -8%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.41M +$15.8K +223 +0.7%
AWS
29
Atria Wealth Solutions
New York
$2.28M +$60.2K +851 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.17M +$32.9K +465 +2%
FA
31
Flagstar Advisors
New York
$2.04M -$142K -2,007 -6%
MFG
32
Merit Financial Group
Georgia
$1.97M -$33.8K -478 -2%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$1.62M -$128K -1,814 -7%
DAS
34
Diversify Advisory Services
Utah
$1.61M +$55.1K +779 +4%
LI
35
LRI Investments
Florida
$1.59M -$9.55K -135 -0.6%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.59M +$95.6K +1,351 +6%
VCM
37
Vivaldi Capital Management
Illinois
$1.52M -$26.9K -381 -2%
CMP
38
Courage Miller Partners
Virginia
$1.48M
Ameriprise
39
Ameriprise
Minnesota
$1.3M +$377K +5,333 +41%
PIAS
40
PCA Investment Advisory Services
Ohio
$1.18M -$26.7K -378 -2%
BWA
41
Burt Wealth Advisors
Maryland
$1.08M -$19.1K -270 -2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$178K +2,514 +20%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.01M
M&T Bank
44
M&T Bank
New York
$1M
Comerica Bank
45
Comerica Bank
Texas
$942K +$1.34K +19 +0.1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$925K +$551K +7,791 +145%
LFAS
47
Level Four Advisory Services
Texas
$884K +$212 +3 +0%
Goldman Sachs
48
Goldman Sachs
New York
$757K -$733K -10,369 -49%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$738K -$691K -9,769 -48%
Citadel Advisors
50
Citadel Advisors
Florida
$664K -$2.74M -38,710 -80%