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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$219K +$215K +4,902 New
SAM
27
SignalPoint Asset Management
Missouri
$207K +$203K +4,623 New
MRCM
28
M&R Capital Management
New Jersey
$170K +$3.94K +90 +2%
AG
29
Advisor Group
Arizona
$165K +$394 +9 +0.2%
PMFA
30
Plante Moran Financial Advisors
Michigan
$147K
IF
31
Ironwood Financial
Arizona
$75K
Citigroup
32
Citigroup
New York
$75K +$61.9K +1,413 +554%
US Bancorp
33
US Bancorp
Minnesota
$62K +$47.3K +1,080 +360%
CAL
34
Capital Advisors Ltd
Ohio
$47K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$37K +$5.13K +117 +16%
GWM
36
Geneos Wealth Management
Colorado
$34K
Creative Planning
37
Creative Planning
Kansas
$32K
NFG
38
Next Financial Group
Texas
$18K +$17.7K +405 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$5.52K +126 New
LWM
40
Lenox Wealth Management
Ohio
$4K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.89K +66 New
BCM
42
Barometer Capital Management
Ontario, Canada
-$2.23M -53,100 Closed
SG Americas Securities
43
SG Americas Securities
New York
-$2.08M -49,725 Closed
VF
44
Virtu Financial
New York
-$508K -12,132 Closed
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
-$4K -87 Closed