We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
51
Courage Miller Partners
Virginia
$1.54M -$80.1K -992 -5%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$104K +1,293 +8%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.47M +$7.35K +91 +0.5%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.43M -$69.6K -862 -5%
Goldman Sachs
55
Goldman Sachs
New York
$1.36M -$158K -1,957 -11%
RPGK
56
Retirement Planning Group (Kansas)
Kansas
$1.34M -$26K -322 -2%
FA
57
Flagstar Advisors
New York
$1.32M -$14.8K -183 -1%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.26M +$215K +2,660 +21%
AWM
59
Avior Wealth Management
Nebraska
$1.26M +$1.24M +15,307 New
PIAS
60
PCA Investment Advisory Services
Ohio
$1.14M +$25.3K +313 +2%
M&T Bank
61
M&T Bank
New York
$1.13M
Comerica Bank
62
Comerica Bank
Texas
$1.11M -$4.85K -60 -0.4%
LFAS
63
Level Four Advisory Services
Texas
$1.02M +$81 +1 +0%
LG
64
LaFleur & Godfrey
Michigan
$810K +$85.6K +1,060 +12%
BAMG
65
Brand Asset Management Group
Missouri
$794K -$33.5K -415 -4%
MWP
66
Madison Wealth Partners
Wisconsin
$732K -$7.59K -94 -1%
KAS
67
Kestra Advisory Services
Texas
$694K -$20K -247 -3%
PSF
68
Pacific Sun Financial
California
$675K +$7.27K +90 +1%
Citigroup
69
Citigroup
New York
$652K -$194K -2,400 -23%
First Manhattan
70
First Manhattan
New York
$612K
FHA
71
Flagship Harbor Advisors
Massachusetts
$580K -$889 -11 -0.2%
AFG
72
Allegheny Financial Group
Pennsylvania
$565K +$554K +6,863 New
GWM
73
Geneos Wealth Management
Colorado
$527K +$79.6K +985 +18%
SFG
74
Sage Financial Group
Pennsylvania
$526K
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$474K +$71.6K +886 +18%