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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
$56K – – –
IF
52
Ironwood Financial
Arizona
$54K – – –
BAMG
53
Brand Asset Management Group
Missouri
$51K – – –
UBS AM
54
UBS AM
Illinois
$45.8K – – –
Steward Partners Investment Advisory
55
Steward Partners Investment Advisory
New York
$34K -$14.7K -270 -30%
Geneos Wealth Management
56
Geneos Wealth Management
Colorado
$31K – – –
ME
57
McIlrath & Eck
Washington
$29K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$28K – – –
FHA
59
Flagship Harbor Advisors
Massachusetts
$24K – – –
Tower Research Capital (TRC)
60
Tower Research Capital (TRC)
New York
$16K +$16.3K +300 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
62
American Portfolios Advisors
New York
$13.8K – – –
IFP Advisors
63
IFP Advisors
Florida
$4K – – –
Arax Advisory Partners
64
Arax Advisory Partners
Colorado
$4K +$163 +3 +5%
SIS
65
Sound Income Strategies
Florida
$3K – – –
TD Ameritrade Investment Management
66
TD Ameritrade Investment Management
Nebraska
$1K – – –
BlackRock
67
BlackRock
New York
$1K +$326 +6 +67%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
– -$679K -12,804 Closed
Jane Street
69
Jane Street
New York
– -$340K -6,405 Closed
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$58K -1,095 Closed
CF
71
Centaurus Financial
California
– -$40K -756 Closed
IWP
72
Icon Wealth Partners
Texas
– -$2K -33 Closed