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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
$3.2M +$13.2K +175 +0.4%
MEG
27
Millstone Evans Group
Colorado
$2.97M -$135K -1,800 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.78M +$87.9K +1,168 +3%
AA
29
Aire Advisors
California
$2.76M +$11.3K +150 +0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.58M +$1.61M +21,429 +161%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.51M -$57.9K -769 -2%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$2.29M -$20.7M -274,754 -90%
DI
33
DDFG Inc
California
$2.23M +$1.73M +23,005 +327%
DC
34
Davenport & Co
Virginia
$2.18M +$223K +2,963 +11%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.1M -$145K -1,926 -6%
JSA
36
Jim Saulnier & Associates
Colorado
$2.08M +$89.5K +1,189 +4%
FA
37
Flagstar Advisors
New York
$2.03M -$75K -996 -4%
AWS
38
Atria Wealth Solutions
New York
$2.01M -$255K -3,384 -11%
CWMK
39
Caliber Wealth Management (Kansas)
Kansas
$1.9M +$1.93M +25,602 New
MFG
40
Merit Financial Group
Georgia
$1.81M -$144K -1,912 -7%
LI
41
LRI Investments
Florida
$1.68M
VCM
42
Vivaldi Capital Management
Illinois
$1.68M +$16.3K +217 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.64M +$30.8K +409 +2%
CMP
44
Courage Miller Partners
Virginia
$1.53M -$22.4K -297 -1%
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.41M -$236K -3,135 -14%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$1.33M -$85.7K -1,139 -6%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$156K -2,068 -10%
DAS
48
Diversify Advisory Services
Utah
$1.09M +$79.9K +1,062 +7%
BWA
49
Burt Wealth Advisors
Maryland
$1.07M -$34.3K -456 -3%
M&T Bank
50
M&T Bank
New York
$1.06M