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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
$51.7M -$2.73M -37,463 -5%
Raymond James Financial
2
Raymond James Financial
Florida
$30.1M +$4.44M +60,971 +18%
EH
3
Equitable Holdings
New York
$29.6M -$475K -6,536 -2%
OWM
4
Orgel Wealth Management
Wisconsin
$27.4M +$1.42M +19,452 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M +$4.88M +67,115 +33%
Bank of America
6
Bank of America
North Carolina
$16.7M +$993K +13,649 +7%
LPL Financial
7
LPL Financial
California
$16.6M +$3.55M +48,843 +29%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.6M +$751K +10,319 +5%
Wells Fargo
9
Wells Fargo
California
$16.2M +$3.32M +45,577 +27%
SCM
10
Steele Capital Management
Iowa
$15.3M +$235K +3,237 +2%
MTC
11
Matrix Trust Company
Colorado
$15.3M +$235K +3,237 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.35M +$6.89M +94,752 +335%
SA
13
swisspartners Advisors
Switzerland
$8.47M +$255K +3,510 +3%
BDF
14
Black Diamond Financial
Maryland
$8.42M -$1.12M -15,342 -12%
UBS Group
15
UBS Group
Switzerland
$7.83M +$51.8K +712 +0.7%
RA
16
Rodgers & Associates
Pennsylvania
$7.67M +$490K +6,732 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.04M +$4.01M +55,120 +147%
CCMG
18
Clark Capital Management Group
Pennsylvania
$6.84M +$6.55M +90,046 New
GIA
19
GHP Investment Advisors
Colorado
$6.34M -$6.69K -92 -0.1%
IAG
20
Ipsen Advisor Group
Arkansas
$6.25M +$160K +2,205 +3%
MWM
21
Marietta Wealth Management
Georgia
$6.19M +$341K +4,694 +6%
BFC
22
Bedel Financial Consulting
Indiana
$5.75M +$62.7K +862 +1%
Ameriprise
23
Ameriprise
Minnesota
$5.07M +$92.4K +1,270 +2%
AAS
24
Avantax Advisory Services
Texas
$4.63M +$202K +2,773 +5%
Mariner
25
Mariner
Kansas
$4.43M +$188K +2,580 +5%
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