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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$5.05M +$811K +10,323 +20%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.65M +$1.22M +15,474 +36%
Mariner
28
Mariner
Kansas
$4.59M -$97.4K -1,240 -2%
LGA
29
Lebenthal Global Advisors
New York
$4.58M +$101K +1,289 +2%
SA
30
Sovran Advisors
California
$4.51M +$2.58M +32,813 +137%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.05M +$513K +6,525 +15%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.81M -$225K -2,863 -6%
Stifel Financial
33
Stifel Financial
Missouri
$3.65M +$147K +1,871 +4%
DI
34
DDFG Inc
California
$3.62M +$1.03M +13,154 +41%
AA
35
Aire Advisors
California
$3.27M +$629 +8 +0%
MEG
36
Millstone Evans Group
Colorado
$2.91M -$203K -2,578 -7%
MFG
37
Merit Financial Group
Georgia
$2.22M +$11.2K +143 +0.5%
BWA
38
Burt Wealth Advisors
Maryland
$2.2M -$23.9K -304 -1%
DAS
39
Dynamic Advisor Solutions
Arizona
$2.1M +$31.1K +396 +2%
CWMK
40
Caliber Wealth Management (Kansas)
Kansas
$2.02M -$31K -395 -2%
JSA
41
Jim Saulnier & Associates
Colorado
$2.01M -$104K -1,324 -5%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$1.99M -$6.68K -85 -0.3%
VCM
43
Vivaldi Capital Management
Illinois
$1.98M -$156K -1,982 -7%
LI
44
LRI Investments
Florida
$1.82M
PS
45
Principal Securities
Iowa
$1.68M +$72.4K +922 +5%
CMP
46
Courage Miller Partners
Virginia
$1.59M -$42.7K -543 -3%
DAS
47
Diversify Advisory Services
Utah
$1.56M +$224K +2,845 +17%
JJBC
48
James J. Burns & Company
New York
$1.53M -$111K -1,417 -7%
Goldman Sachs
49
Goldman Sachs
New York
$1.48M +$1.45M +18,455 New
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.46M -$8.02K -102 -0.6%