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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
26
Lebenthal Global Advisors
New York
$4.24M +$26.6K +366 +0.7%
DC
27
Davenport & Co
Virginia
$3.99M +$1.68M +23,111 +79%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.82M -$62.5K -859 -2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.64M +$1.87M +25,697 +116%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.33M +$2.71M +37,187 +555%
Stifel Financial
31
Stifel Financial
Missouri
$3.31M +$28.8K +396 +0.9%
EWA
32
EP Wealth Advisors
California
$3.28M
MML Investors Services
33
MML Investors Services
Massachusetts
$3.22M +$627K +8,622 +26%
AA
34
Aire Advisors
California
$3.09M +$250K +3,430 +9%
MEG
35
Millstone Evans Group
Colorado
$2.95M -$89.3K -1,228 -3%
DI
36
DDFG Inc
California
$2.42M +$137K +1,881 +6%
BWA
37
Burt Wealth Advisors
Maryland
$2.11M +$963K +13,242 +91%
MFG
38
Merit Financial Group
Georgia
$2.09M +$219K +3,015 +12%
VCM
39
Vivaldi Capital Management
Illinois
$2.02M +$296K +4,064 +18%
JSA
40
Jim Saulnier & Associates
Colorado
$2M -$120K -1,647 -6%
DAS
41
Dynamic Advisor Solutions
Arizona
$1.96M +$1.87M +25,742 New
CWMK
42
Caliber Wealth Management (Kansas)
Kansas
$1.94M -$4.44K -61 -0.2%
AWS
43
Atria Wealth Solutions
New York
$1.93M -$122K -1,679 -6%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.89M -$439K -6,031 -20%
SA
45
Sovran Advisors
California
$1.86M +$1.75M +24,024 New
FA
46
Flagstar Advisors
New York
$1.76M -$311K -4,275 -16%
LI
47
LRI Investments
Florida
$1.72M
JJBC
48
James J. Burns & Company
New York
$1.56M +$1.05M +14,391 +235%
CMP
49
Courage Miller Partners
Virginia
$1.54M -$20.3K -279 -1%
PS
50
Principal Securities
Iowa
$1.52M +$1.41M +19,425 +3,338%