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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$45K -$2.89K -57 -6%
BAMG
52
Brand Asset Management Group
Missouri
$42K -$2.28K -45 -5%
UBS AM
53
UBS AM
Illinois
$39.3K – – –
NFG
54
Next Financial Group
Texas
$32K +$35.2K +693 New
Geneos Wealth Management
55
Geneos Wealth Management
Colorado
$27K +$304 +6 +1%
ME
56
McIlrath & Eck
Washington
$25K – – –
PFBT
57
Parkside Financial Bank & Trust
Missouri
$24K – – –
FHA
58
Flagship Harbor Advisors
Massachusetts
$20K – – –
WCM
59
WealthBridge Capital Management
Ohio
$14K +$15.2K +300 New
WEC
60
Winslow Evans & Crocker
Massachusetts
$12K – – –
APA
61
American Portfolios Advisors
New York
$11.8K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$3K +$3.81K +75 New
Tower Research Capital (TRC)
63
Tower Research Capital (TRC)
New York
$2K -$13.1K -258 -86%
SIS
64
Sound Income Strategies
Florida
$2K – – –
Global Retirement Partners
65
Global Retirement Partners
California
$2K +$2.74K +54 New
TD Ameritrade Investment Management
66
TD Ameritrade Investment Management
Nebraska
$1K -$304 -6 -33%
BlackRock
67
BlackRock
New York
$1K – – –
TFA
68
Toth Financial Advisory
Virginia
$1K +$1.22K +24 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$4.01M -74,346 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$481K -8,901 Closed
Prime Capital Investment Advisors
71
Prime Capital Investment Advisors
Kansas
– -$376K -6,969 Closed
BRWA
72
B. Riley Wealth Advisors
Florida
– -$292K -5,406 Closed
AFP
73
Ausdal Financial Partners
Iowa
– -$221K -4,092 Closed
Cetera Advisors
74
Cetera Advisors
Colorado
– -$205K -3,804 Closed
Stratos Wealth Partners
75
Stratos Wealth Partners
Ohio
– -$79K -1,470 Closed