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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
51
Private Capital Group
Connecticut
$58K – – –
SignatureFD
52
SignatureFD
Georgia
$49K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$30K – – –
BAMG
54
Brand Asset Management Group
Missouri
$29K – – –
CAL
55
Capital Advisors Ltd
Ohio
$28K -$13.1K -264 -25%
CS
56
Capital Square
Tennessee
$28K +$39.2K +792 New
ME
57
McIlrath & Eck
Washington
$19K – – –
APA
58
American Portfolios Advisors
New York
$18.6K +$148 +3 +0.6%
CWA
59
Carolina Wealth Advisors
South Carolina
$18K – – –
PFBT
60
Parkside Financial Bank & Trust
Missouri
$18K – – –
SWA
61
Stratos Wealth Advisors
Ohio
$17K +$23.7K +480 New
IF
62
Ironwood Financial
Arizona
$10K -$32.6K -660 -71%
GG
63
Gleason Group
Kentucky
$8K +$148 +3 +1%
AIC
64
Archer Investment Corporation
Indiana
$6K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K -$93.6K -1,893 -93%
CFGS
66
Concourse Financial Group Securities
Alabama
$5K – – –
VCM
67
Versant Capital Management
Arizona
$5K – – –
Geneos Wealth Management
68
Geneos Wealth Management
Colorado
$4K -$16.8K -339 -74%
Global Retirement Partners
69
Global Retirement Partners
California
$2K – – –
SIS
70
Sound Income Strategies
Florida
$2K – – –
William Blair & Company
71
William Blair & Company
Illinois
$1K – – –
FSC
72
Full Sail Capital
Oklahoma
– -$578K -10,251 Closed
Private Advisor Group
73
Private Advisor Group
New Jersey
– -$529K -9,411 Closed
Cetera Advisor Networks
74
Cetera Advisor Networks
California
– -$491K -8,784 Closed
Independent Advisor Alliance
75
Independent Advisor Alliance
North Carolina
– -$486K -8,640 Closed