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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
$49M +$910K +15,831 +2%
EH
2
Equitable Holdings
New York
$37.7M +$10.7M +185,472 +43%
MTC
3
Matrix Trust Company
Colorado
$19.1M -$291K -5,061 -2%
Wells Fargo
4
Wells Fargo
California
$15.9M -$337K -5,874 -2%
Bank of America
5
Bank of America
North Carolina
$9.91M +$10K +174 +0.1%
IAN
6
Integrated Advisors Network
Texas
$7.2M -$318K -5,529 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.56M +$2.88M +50,190 +89%
LPL Financial
8
LPL Financial
California
$6.24M +$1.05M +18,363 +22%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.93M -$99.4K -1,731 -2%
GIA
10
GHP Investment Advisors
Colorado
$5.66M +$30.5K +531 +0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$5.56M -$1.98M -34,515 -28%
CIC
12
Cornercap Investment Counsel
Georgia
$5.38M +$997K +17,355 +25%
RA
13
Rodgers & Associates
Pennsylvania
$4.92M -$342K -5,946 -7%
RJA
14
Raymond James & Associates
Florida
$4.17M -$1.04M -18,060 -21%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.79M +$19.3K +336 +0.5%
AAS
16
Avantax Advisory Services
Texas
$3.44M +$695K +12,093 +28%
CMP
17
Courage Miller Partners
Virginia
$2.12M -$33.4K -582 -2%
Stifel Financial
18
Stifel Financial
Missouri
$2.11M -$176K -3,072 -8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.86M -$6.96M -121,158 -80%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.84M -$34.1K -594 -2%
MWM
21
Marietta Wealth Management
Georgia
$1.76M +$22.1K +384 +1%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.48M +$21K +366 +2%
MHS
23
M Holdings Securities
Oregon
$1.43M +$1.34M +23,313 New
Ameriprise
24
Ameriprise
Minnesota
$1.32M -$379K -6,600 -23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.31M +$16.2K +282 +1%
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