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iShares Morningstar Mid-Cap Value ETF
IMCV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.7M +$70.4K +1,440 +0.2%
EH
2
Equitable Holdings
New York
$22.3M +$148K +3,021 +0.7%
MTC
3
Matrix Trust Company
Colorado
$16.4M -$207K -4,227 -1%
Wells Fargo
4
Wells Fargo
California
$13.8M -$104K -2,121 -0.8%
Bank of America
5
Bank of America
North Carolina
$8.4M +$598K +12,222 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.9M +$1.56M +31,911 +27%
Citadel Advisors
7
Citadel Advisors
Florida
$6.52M +$1.06M +21,600 +21%
IAN
8
Integrated Advisors Network
Texas
$6.4M -$3.93M -80,292 -40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.12M -$277K -5,655 -5%
GIA
10
GHP Investment Advisors
Colorado
$4.78M +$149K +3,048 +3%
RA
11
Rodgers & Associates
Pennsylvania
$4.48M +$4.2M +85,944 New
RJA
12
Raymond James & Associates
Florida
$4.48M +$83.9K +1,716 +2%
LPL Financial
13
LPL Financial
California
$4.33M +$192K +3,921 +5%
UBS Group
14
UBS Group
Switzerland
$4.02M +$92.4K +1,890 +3%
CIC
15
Cornercap Investment Counsel
Georgia
$3.94M -$875K -17,889 -20%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.2M +$209K +4,272 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.94M +$870K +17,790 +46%
AAS
18
Avantax Advisory Services
Texas
$2.28M -$3.87M -79,134 -64%
Stifel Financial
19
Stifel Financial
Missouri
$1.95M -$210K -4,296 -10%
CMP
20
Courage Miller Partners
Virginia
$1.83M -$84.7K -1,731 -5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$342K +6,996 +30%
MWM
22
Marietta Wealth Management
Georgia
$1.48M +$22.9K +468 +2%
Ameriprise
23
Ameriprise
Minnesota
$1.46M +$16.3K +333 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.24M +$25.5K +522 +2%
TC
25
TAP Consulting
Missouri
$1.11M -$10.7K -219 -1%
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