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iShares Morningstar Mid-Cap Value ETF
IMCV

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$25.4M +$318K +6,060 +1%
Axa
2
Axa
France
$21.4M – – –
MTC
3
Matrix Trust Company
Colorado
$18.1M +$13.9K +264 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$17.8M +$20.6K +393 +0.1%
Wells Fargo
5
Wells Fargo
California
$12.4M +$475K +9,057 +4%
UBS Group
6
UBS Group
Switzerland
$11.4M +$214K +4,083 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.64M +$725K +13,818 +9%
Bank of America
8
Bank of America
North Carolina
$7.33M +$72.9K +1,389 +1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$6.83M +$34.3K +654 +0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.15M +$1.53M +29,115 +34%
RJA
11
Raymond James & Associates
Florida
$4.78M +$312K +5,949 +7%
Citadel Advisors
12
Citadel Advisors
Florida
$4.6M +$1.87M +35,703 +71%
LPL Financial
13
LPL Financial
California
$4.53M +$279K +5,316 +7%
GIA
14
GHP Investment Advisors
Colorado
$3.87M -$3.78K -72 -0.1%
MWM
15
Marietta Wealth Management
Georgia
$3M -$122K -2,319 -4%
CMP
16
Courage Miller Partners
Virginia
$2.11M -$43.3K -825 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.1M -$2.17M -41,349 -51%
AAS
18
Avantax Advisory Services
Texas
$2.02M +$154K +2,937 +8%
NL
19
NWAM LLC
Washington
$1.68M +$83.7K +1,596 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.58M +$4.09K +78 +0.3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.5M – – –
TC
22
TAP Consulting
Missouri
$1.25M +$1.23M +23,394 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.12M -$685K -13,047 -38%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.08M +$62.3K +1,188 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.07M -$3.78K -72 -0.4%
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