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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$6.81M -$38.8K -480 -0.6%
CCMG
27
Clark Capital Management Group
Pennsylvania
$6.73M -$254K -3,149 -4%
DC
28
Davenport & Co
Virginia
$5.44M +$258K +3,197 +5%
LGA
29
Lebenthal Global Advisors
New York
$5M +$298K +3,690 +6%
SA
30
Sovran Advisors
California
$4.69M -$171K -2,119 -4%
Mariner
31
Mariner
Kansas
$4.63M -$67.1K -831 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.16M +$13.2K +163 +0.3%
DI
33
DDFG Inc
California
$3.86M +$143K +1,767 +4%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.84M +$2.77M +34,315 +279%
Stifel Financial
35
Stifel Financial
Missouri
$3.77M +$32.7K +405 +0.9%
Creative Planning
36
Creative Planning
Kansas
$3.66M +$2.29M +28,292 +175%
EWA
37
EP Wealth Advisors
California
$3.55M +$3.49M +43,166 New
AA
38
Aire Advisors
California
$3.34M -$12.8K -159 -0.4%
MEG
39
Millstone Evans Group
Colorado
$3.16M +$177K +2,195 +6%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.32M -$2.41M -29,769 -51%
MFG
41
Merit Financial Group
Georgia
$2.29M +$14.5K +179 +0.6%
VCM
42
Vivaldi Capital Management
Illinois
$2.27M +$232K +2,877 +12%
DAS
43
Dynamic Advisor Solutions
Arizona
$2.23M +$75.6K +936 +4%
JSA
44
Jim Saulnier & Associates
Colorado
$2.08M +$20K +248 +1%
CWMK
45
Caliber Wealth Management (Kansas)
Kansas
$2.04M -$29.7K -368 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$2.01M -$32.8K -406 -2%
LI
47
LRI Investments
Florida
$1.87M
DAS
48
Diversify Advisory Services
Utah
$1.74M +$59K +730 +4%
PS
49
Principal Securities
Iowa
$1.66M -$66.9K -828 -4%
JJBC
50
James J. Burns & Company
New York
$1.57M -$1.05K -13 -0.1%