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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
GWM
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
IA
59
IFP Advisors
Florida
$4K
AAP
60
Arax Advisory Partners
Colorado
$3K
SIS
61
Sound Income Strategies
Florida
$3K
IWP
62
Icon Wealth Partners
Texas
$2K +$1.75K +33 New
TAIM
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
VDI
66
Vaughan David Investments
Illinois
-$452K -8,700 Closed
VF
67
Virtu Financial
New York
-$261K -5,010 Closed
PAG
68
Private Advisor Group
New Jersey
-$244K -4,689 Closed
TWM
69
Titus Wealth Management
California
-$220K -4,230 Closed
PWM
70
Perigon Wealth Management
California
-$78K -1,500 Closed
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -102 Closed