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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$3.25M +$140K +1,902 +5%
Stifel Financial
27
Stifel Financial
Missouri
$3.14M +$161K +2,185 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.84M -$1.04M -14,133 -28%
AA
29
Aire Advisors
California
$2.78M +$57.2K +777 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.58M -$45.9K -623 -2%
AWS
31
Atria Wealth Solutions
New York
$2.42M -$61.8K -839 -3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.37M +$4.42K +60 +0.2%
FA
33
Flagstar Advisors
New York
$2.17M -$52K -707 -2%
MFG
34
Merit Financial Group
Georgia
$2.1M -$47.2K -641 -2%
LI
35
LRI Investments
Florida
$1.77M
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.77M -$2.74M -37,261 -62%
Goldman Sachs
37
Goldman Sachs
New York
$1.66M +$799K +10,854 +101%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.64M -$89.9K -1,221 -5%
VCM
39
Vivaldi Capital Management
Illinois
$1.63M -$27.7K -377 -2%
CMP
40
Courage Miller Partners
Virginia
$1.6M -$9.05K -123 -0.6%
JSA
41
Jim Saulnier & Associates
Colorado
$1.6M +$1.53M +20,850 New
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$1.44M -$315K -4,276 -19%
PIAS
43
PCA Investment Advisory Services
Ohio
$1.37M +$87.4K +1,187 +7%
DAS
44
Diversify Advisory Services
Utah
$1.33M -$429K -5,826 -25%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$81.1K +1,102 +7%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.19M +$369K +5,009 +48%
DC
47
Davenport & Co
Virginia
$1.16M +$497K +6,749 +80%
BWA
48
Burt Wealth Advisors
Maryland
$1.14M -$29.4K -400 -3%
M&T Bank
49
M&T Bank
New York
$1.09M
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.04M -$62.6K -850 -6%