We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$45K – – –
CF
52
Centaurus Financial
California
$40K +$40K +756 New
Geneos Wealth Management
53
Geneos Wealth Management
Colorado
$31K – – –
ME
54
McIlrath & Eck
Washington
$29K – – –
PFBT
55
Parkside Financial Bank & Trust
Missouri
$27K – – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$23K +$23.5K +444 New
WEC
57
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
58
American Portfolios Advisors
New York
$13.5K – – –
IFP Advisors
59
IFP Advisors
Florida
$4K – – –
Arax Advisory Partners
60
Arax Advisory Partners
Colorado
$3K – – –
SIS
61
Sound Income Strategies
Florida
$3K – – –
IWP
62
Icon Wealth Partners
Texas
$2K +$1.75K +33 New
TD Ameritrade Investment Management
63
TD Ameritrade Investment Management
Nebraska
$1K – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– -$4.24M -81,435 Closed
F
65
F3Logic
Minnesota
– -$569K -10,953 Closed
Vaughan David Investments
66
Vaughan David Investments
Illinois
– -$452K -8,700 Closed
VF
67
Virtu Financial
New York
– -$261K -5,010 Closed
Private Advisor Group
68
Private Advisor Group
New Jersey
– -$244K -4,689 Closed
TWM
69
Titus Wealth Management
California
– -$220K -4,230 Closed
Perigon Wealth Management
70
Perigon Wealth Management
California
– -$78K -1,500 Closed
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
– -$5K -102 Closed