We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$360K
SAM
52
Summit Asset Management
Tennessee
$306K
FTUS
53
Flow Traders U.S.
New York
$286K -$959K -14,423 -77%
HighTower Advisors
54
HighTower Advisors
Illinois
$267K -$599 -9 -0.2%
FHA
55
Flagship Harbor Advisors
Massachusetts
$259K -$593K -8,918 -70%
KAS
56
Kestra Advisory Services
Texas
$234K -$10.3K -155 -4%
PD
57
Planning Directions
Pennsylvania
$230K -$3.52K -53 -2%
PMFA
58
Plante Moran Financial Advisors
Michigan
$225K -$11.8K -178 -5%
WWM
59
Windsor Wealth Management
Indiana
$224K
WWM
60
Western Wealth Management
Colorado
$218K +$213K +3,201 New
S
61
Surevest
California
$208K +$203K +3,047 New
DWMG
62
DB Wealth Management Group
California
$153K -$138K -2,078 -48%
SCA
63
Stonebridge Capital Advisors
Minnesota
$147K
HNB
64
Huntington National Bank
Ohio
$133K
PCG
65
Private Capital Group
Connecticut
$111K
BBHC
66
Brown Brothers Harriman & Co
New York
$109K +$106K +1,593 New
APA
67
American Portfolios Advisors
New York
$104K +$68K +1,023 +205%
BlackRock
68
BlackRock
New York
$102K
US Bancorp
69
US Bancorp
Minnesota
$102K
TAIM
70
TD Ameritrade Investment Management
Nebraska
$100K +$32.9K +494 +51%
RPCONE
71
Retirement Planning Company of New England
Rhode Island
$72K +$70.6K +1,061 New
NFG
72
Next Financial Group
Texas
$62K -$379K -5,695 -86%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$58K +$1.46K +22 +3%
JP Morgan Chase
74
JP Morgan Chase
New York
$56K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$54K -$2.73K -41 -5%