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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.06M -$4.47M -59,387 -81%
PIAS
52
PCA Investment Advisory Services
Ohio
$1.04M -$243K -3,223 -19%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.02M
Comerica Bank
54
Comerica Bank
Texas
$991K -$1.66K -22 -0.2%
LFAS
55
Level Four Advisory Services
Texas
$917K +$75 +1 +0%
JCIA
56
Jackson Creek Investment Advisors
Colorado
$693K +$19.1K +254 +3%
JP Morgan Chase
57
JP Morgan Chase
New York
$688K +$246K +3,264 +54%
PSF
58
Pacific Sun Financial
California
$643K +$2.26K +30 +0.3%
LG
59
LaFleur & Godfrey
Michigan
$623K +$8.58K +114 +1%
MWP
60
Madison Wealth Partners
Wisconsin
$586K -$38.2K -508 -6%
WCAMG
61
Woodard & Company Asset Management Group
North Carolina
$583K -$2.99M -39,715 -83%
First Manhattan
62
First Manhattan
New York
$552K
LJAC
63
L.J. Altfest & Co
New York
$544K
SFG
64
Sage Financial Group
Pennsylvania
$535K -$20.7K -275 -4%
FHA
65
Flagship Harbor Advisors
Massachusetts
$498K +$10.1K +134 +2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$497K +$39.3K +522 +8%
Creative Planning
67
Creative Planning
Kansas
$475K +$61.6K +818 +15%
TRCT
68
Tower Research Capital (TRC)
New York
$458K +$465K +6,178 New
JJBC
69
James J. Burns & Company
New York
$454K -$26.3K -349 -5%
IWC
70
Integrated Wealth Concepts
Massachusetts
$429K -$13.2K -176 -3%
KAS
71
Kestra Advisory Services
Texas
$407K +$1.43K +19 +0.3%
SC
72
Savant Capital
Illinois
$405K +$151 +2 +0%
Citigroup
73
Citigroup
New York
$403K -$151 -2 -0%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$398K
PCIA
75
Prime Capital Investment Advisors
Kansas
$394K