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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
$68K
US Bancorp
52
US Bancorp
Minnesota
$68K
ICM
53
Islay Capital Management
Texas
$39K +$37K +924 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$36K
APWA
55
Atlas Private Wealth Advisors
New Jersey
$35K +$33.6K +840 New
BAMG
56
Brand Asset Management Group
Missouri
$34K -$841 -21 -3%
CAL
57
Capital Advisors Ltd
Ohio
$33K
ME
58
McIlrath & Eck
Washington
$23K
PAG
59
Private Advisor Group
New Jersey
$22K +$20.5K +513 New
CWA
60
Carolina Wealth Advisors
South Carolina
$21K
PFBT
61
Parkside Financial Bank & Trust
Missouri
$21K
IF
62
Ironwood Financial
Arizona
$11K
GG
63
Gleason Group
Kentucky
$10K
AIC
64
Archer Investment Corporation
Indiana
$6.82K
CFGS
65
Concourse Financial Group Securities
Alabama
$6K
VCM
66
Versant Capital Management
Arizona
$6K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$5K -$721 -18 -13%
APA
68
American Portfolios Advisors
New York
$4.17K -$16.9K -423 -81%
GWM
69
Geneos Wealth Management
Colorado
$4K +$120 +3 +3%
AA
70
Ancora Advisors
Ohio
$3K +$2.64K +66 New
GRP
71
Global Retirement Partners
California
$2K
SIS
72
Sound Income Strategies
Florida
$2K
William Blair & Company
73
William Blair & Company
Illinois
$1K
AWM
74
AE Wealth Management
Kansas
-$410K -11,514 Closed
SS
75
Simplicity Solutions
Minnesota
-$401K -11,262 Closed