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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
51
Bell Rock Capital
Delaware
$182K -$10.8K -213 -6%
PMFA
52
Plante Moran Financial Advisors
Michigan
$171K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$101K +$16K +315 +19%
JPLA
54
Joseph P. Lucia & Associates
New York
$100K +$95.9K +1,884 New
PCG
55
Private Capital Group
Connecticut
$84K
US Bancorp
56
US Bancorp
Minnesota
$64K -$18.3K -360 -23%
CAL
57
Capital Advisors Ltd
Ohio
$54K
IF
58
Ironwood Financial
Arizona
$52K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$47K -$3.82K -75 -8%
BAMG
60
Brand Asset Management Group
Missouri
$47K
UBS AM
61
UBS AM
Illinois
$44.1K
GWM
62
Geneos Wealth Management
Colorado
$32K +$916 +18 +3%
ME
63
McIlrath & Eck
Washington
$28K
PFBT
64
Parkside Financial Bank & Trust
Missouri
$26K
WCM
65
WealthBridge Capital Management
Ohio
$16K
FHA
66
Flagship Harbor Advisors
Massachusetts
$14K -$8.7K -171 -39%
WEC
67
Winslow Evans & Crocker
Massachusetts
$14K
APA
68
American Portfolios Advisors
New York
$13.2K
CFGS
69
Concourse Financial Group Securities
Alabama
$3K
GRP
70
Global Retirement Partners
California
$3K
SIS
71
Sound Income Strategies
Florida
$3K
IWP
72
Icon Wealth Partners
Texas
$2K +$1.68K +33 New
TAIM
73
TD Ameritrade Investment Management
Nebraska
$1K
SQA
74
Simon Quick Advisors
New Jersey
$1K +$763 +15 New
WWM
75
Western Wealth Management
Colorado
-$343K -7,437 Closed