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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
$42.8M -$731K -11,229 -2%
EH
2
Equitable Holdings
New York
$34.5M -$379K -5,819 -1%
Wells Fargo
3
Wells Fargo
California
$20.3M +$907K +13,941 +4%
Bank of America
4
Bank of America
North Carolina
$12.9M -$1.28M -19,749 -8%
MTC
5
Matrix Trust Company
Colorado
$12.7M -$193K -2,968 -1%
LPL Financial
6
LPL Financial
California
$7.56M -$1.95M -29,925 -19%
UBS Group
7
UBS Group
Switzerland
$6.74M +$1.82M +27,912 +33%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$5.83M -$1.11M -17,072 -15%
FA
9
Flagstar Advisors
New York
$5.62M -$845K -12,989 -12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.61M +$317K +4,869 +5%
GIA
11
GHP Investment Advisors
Colorado
$5.5M +$3.12K +48 +0.1%
AAS
12
Avantax Advisory Services
Texas
$4.95M +$463K +7,119 +9%
RJA
13
Raymond James & Associates
Florida
$4.26M -$491K -7,546 -10%
RA
14
Rodgers & Associates
Pennsylvania
$3.98M -$331K -5,084 -7%
S
15
Surevest
California
$3.92M +$69.6K +1,070 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.41M -$5.33M -81,919 -59%
ACA
17
Aspire Capital Advisors
Washington
$3.04M +$3.33M +51,215 New
BDF
18
Black Diamond Financial
Maryland
$2.94M +$1.03M +15,817 +48%
Jane Street
19
Jane Street
New York
$2.79M +$2.74M +42,071 +852%
OMC
20
Old Mission Capital
Illinois
$2.44M +$753K +11,578 +39%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.3M -$1.06M -16,357 -30%
MWM
22
Marietta Wealth Management
Georgia
$2.08M -$89.7K -1,378 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.05M +$183K +2,807 +9%
Stifel Financial
24
Stifel Financial
Missouri
$1.99M +$8.46K +130 +0.4%
DC
25
Davenport & Co
Virginia
$1.85M -$443K -6,806 -18%
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