We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
51
Sullivan, Bruyette, Speros & Blaney
Virginia
$234K – – –
TWM
52
Titus Wealth Management
California
$209K -$14.2K -270 -6%
BRC
53
Bell Rock Capital
Delaware
$179K -$2.36K -45 -1%
PMFA
54
Plante Moran Financial Advisors
Michigan
$177K – – –
SCA
55
Stonebridge Capital Advisors
Minnesota
$128K – – –
SB
56
Strategic Blueprint
Georgia
$118K +$116K +2,205 New
JPLA
57
Joseph P. Lucia & Associates
New York
$110K +$14.2K +270 +15%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$109K -$1.73K -33 -2%
FHA
59
Flagship Harbor Advisors
Massachusetts
$96K +$80.3K +1,530 +560%
US Bancorp
60
US Bancorp
Minnesota
$91K – – –
PCG
61
Private Capital Group
Connecticut
$87K – – –
CAL
62
Capital Advisors Ltd
Ohio
$56K – – –
IF
63
Ironwood Financial
Arizona
$54K – – –
BAMG
64
Brand Asset Management Group
Missouri
$49K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$46K – – –
First Allied Advisory Services
66
First Allied Advisory Services
California
$46K +$44.9K +855 New
UBS AM
67
UBS AM
Illinois
$45.6K – – –
NFG
68
Next Financial Group
Texas
$37K – – –
Geneos Wealth Management
69
Geneos Wealth Management
Colorado
$32K – – –
ME
70
McIlrath & Eck
Washington
$29K – – –
PFBT
71
Parkside Financial Bank & Trust
Missouri
$27K – – –
WEC
72
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
73
American Portfolios Advisors
New York
$13.7K – – –
EIP
74
Ellis Investment Partners
Pennsylvania
$10K – – –
VCM
75
Versant Capital Management
Arizona
$8K – – –