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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Titus Wealth Management
California
$219K
PMFA
52
Plante Moran Financial Advisors
Michigan
$186K
BRC
53
Bell Rock Capital
Delaware
$147K -$37.8K -696 -21%
JPLA
54
Joseph P. Lucia & Associates
New York
$143K +$26.9K +495 +24%
SCA
55
Stonebridge Capital Advisors
Minnesota
$134K
FHA
56
Flagship Harbor Advisors
Massachusetts
$127K +$24.5K +450 +25%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$114K -$489 -9 -0.4%
US Bancorp
58
US Bancorp
Minnesota
$95K
PCG
59
Private Capital Group
Connecticut
$91K
S
60
SignatureFD
Georgia
$77K +$74.7K +1,374 New
CAL
61
Capital Advisors Ltd
Ohio
$59K
IF
62
Ironwood Financial
Arizona
$52K -$3.92K -72 -7%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$48K
BAMG
64
Brand Asset Management Group
Missouri
$46K -$4.73K -87 -10%
ME
65
McIlrath & Eck
Washington
$30K
APA
66
American Portfolios Advisors
New York
$29.1K +$14.4K +264 +104%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$29K
CWA
68
Carolina Wealth Advisors
South Carolina
$29K +$27.7K +510 New
GWM
69
Geneos Wealth Management
Colorado
$25K -$8.64K -159 -26%
WEC
70
Winslow Evans & Crocker
Massachusetts
$16K
GG
71
Gleason Group
Kentucky
$13K +$12.6K +231 New
EIP
72
Ellis Investment Partners
Pennsylvania
$10K
AIC
73
Archer Investment Corporation
Indiana
$9K +$8.81K +162 New
VCM
74
Versant Capital Management
Arizona
$8K
CFGS
75
Concourse Financial Group Securities
Alabama
$8K +$4.08K +75 +125%