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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
$57.9M -$831K -12,181 -2%
EH
2
Equitable Holdings
New York
$38.5M -$4.45M -65,147 -11%
OWM
3
Orgel Wealth Management
Wisconsin
$25.6M -$410K -6,001 -2%
Bank of America
4
Bank of America
North Carolina
$22.9M +$3.84M +56,298 +22%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.4M +$12.6M +184,278 +334%
SCM
6
Steele Capital Management
Iowa
$16.2M -$280K -4,109 -2%
MTC
7
Matrix Trust Company
Colorado
$16.1M -$243K -3,556 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15M -$485K -7,108 -3%
Wells Fargo
9
Wells Fargo
California
$13.4M -$604K -8,854 -5%
LPL Financial
10
LPL Financial
California
$12.7M -$3.1M -45,360 -21%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.47M +$2.47M +36,208 +38%
UBS Group
12
UBS Group
Switzerland
$7.4M -$380K -5,563 -5%
WCAMG
13
Woodard & Company Asset Management Group
North Carolina
$6.82M +$162K +2,367 +3%
RJA
14
Raymond James & Associates
Florida
$6.54M -$166K -2,427 -3%
GIA
15
GHP Investment Advisors
Colorado
$6.21M -$73.3K -1,074 -1%
RA
16
Rodgers & Associates
Pennsylvania
$5.93M -$98K -1,436 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$5.14M -$4.03M -59,088 -45%
BDF
18
Black Diamond Financial
Maryland
$5.1M – – –
BFC
19
Bedel Financial Consulting
Indiana
$4.45M +$117K +1,709 +3%
MWM
20
Marietta Wealth Management
Georgia
$4.45M +$23.6K +346 +0.6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$4.44M -$625K -9,160 -13%
Corient Private Wealth
22
Corient Private Wealth
Florida
$4.43M +$159K +2,326 +4%
AAS
23
Avantax Advisory Services
Texas
$4.35M -$2.32M -33,925 -36%
Mariner
24
Mariner
Kansas
$4.08M +$394K +5,768 +11%
Citadel Advisors
25
Citadel Advisors
Florida
$3.49M +$3.29M +48,157 New
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