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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
FAAS
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
GWM
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