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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$55K
US Bancorp
52
US Bancorp
Minnesota
$55K
IF
53
Ironwood Financial
Arizona
$53K
GWM
54
Geneos Wealth Management
Colorado
$47K +$154 +3 +0.3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$47K +$2.94K +57 +7%
UBS AM
56
UBS AM
Illinois
$45.1K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$44K -$24.7K -480 -37%
ME
58
McIlrath & Eck
Washington
$29K +$27.8K +540 New
SPIA
59
Steward Partners Investment Advisory
New York
$28K +$14.1K +273 +101%
AF
60
Advisornet Financial
Minnesota
$20K +$19K +369 New
SWP
61
Stratos Wealth Partners
Ohio
$16K +$15.4K +300 New
APA
62
American Portfolios Advisors
New York
$13.6K +$13.1K +255 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$13.2K
BTIS
64
BB&T Investment Services
North Carolina
$13K +$13K +252 New
IA
65
IFP Advisors
Florida
$4K -$28K -543 -87%
AAP
66
Arax Advisory Partners
Colorado
$3K
SIS
67
Sound Income Strategies
Florida
$3K +$2.78K +54 New
IWP
68
Icon Wealth Partners
Texas
$2K +$1.7K +33 New
TAIM
69
TD Ameritrade Investment Management
Nebraska
$1K -$309 -6 -29%
BlackRock
70
BlackRock
New York
$1K +$1.24K +24 New
PAG
71
Private Advisor Group
New Jersey
-$346K -6,846 Closed
NPC
72
National Planning Corporation
California
-$299K -5,937 Closed
ICOA
73
Investment Centers of America
North Dakota
-$206K -4,197 Closed
BF
74
BOK Financial
Oklahoma
-$11K -216 Closed