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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
$59.9M -$1.15M -14,829 -2%
EH
2
Equitable Holdings
New York
$33.7M +$3.79M +49,028 +12%
OWM
3
Orgel Wealth Management
Wisconsin
$25.5M -$123K -1,596 -0.5%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$22.7M +$22.6M +292,506 +2,221%
Raymond James Financial
5
Raymond James Financial
Florida
$22.2M +$23.1M +298,735 New
SCM
6
Steele Capital Management
Iowa
$14.7M +$35.5K +459 +0.2%
MTC
7
Matrix Trust Company
Colorado
$14.7M +$35.5K +459 +0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.7M +$380K +4,921 +3%
Bank of America
9
Bank of America
North Carolina
$14.3M -$266K -3,445 -2%
Wells Fargo
10
Wells Fargo
California
$12.4M -$1.17M -15,183 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.1M +$2.42M +31,275 +24%
LPL Financial
12
LPL Financial
California
$11.7M -$433K -5,601 -3%
BDF
13
Black Diamond Financial
Maryland
$8.42M +$707K +9,150 +9%
UBS Group
14
UBS Group
Switzerland
$7.58M -$17.5K -226 -0.2%
SA
15
swisspartners Advisors
Switzerland
$7.04M +$87.3K +1,130 +1%
RA
16
Rodgers & Associates
Pennsylvania
$6.35M +$454K +5,868 +7%
GIA
17
GHP Investment Advisors
Colorado
$6.29M -$6.88K -89 -0.1%
IAG
18
Ipsen Advisor Group
Arkansas
$5.84M +$6.08M +78,597 New
BFC
19
Bedel Financial Consulting
Indiana
$5.52M +$387K +5,007 +7%
MWM
20
Marietta Wealth Management
Georgia
$5.49M +$133K +1,718 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.47M +$67K +867 +1%
Ameriprise
22
Ameriprise
Minnesota
$4.66M +$834K +10,791 +21%
AAS
23
Avantax Advisory Services
Texas
$4.37M -$1K -13 -0%
Mariner
24
Mariner
Kansas
$4.31M +$128K +1,659 +3%
LGA
25
Lebenthal Global Advisors
New York
$3.91M +$4.07M +52,632 New
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