We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
51
Islay Capital Management
Texas
$42K +$1.32K +30 +3%
JP Morgan Chase
52
JP Morgan Chase
New York
$39K +$39.7K +900 New
APWA
53
Atlas Private Wealth Advisors
New Jersey
$37K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$37K – – –
Prospera Financial Services
55
Prospera Financial Services
Texas
$36K +$36.4K +825 New
BAMG
56
Brand Asset Management Group
Missouri
$32K -$2.38K -54 -7%
ME
57
McIlrath & Eck
Washington
$24K – – –
CWA
58
Carolina Wealth Advisors
South Carolina
$22K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$22K – – –
IF
60
Ironwood Financial
Arizona
$12K – – –
GG
61
Gleason Group
Kentucky
$10K +$132 +3 +1%
AIC
62
Archer Investment Corporation
Indiana
$7.08K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$6K – – –
VCM
64
Versant Capital Management
Arizona
$6K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K -$132 -3 -2%
Geneos Wealth Management
66
Geneos Wealth Management
Colorado
$5K – – –
APA
67
American Portfolios Advisors
New York
$4.32K – – –
Ancora Advisors
68
Ancora Advisors
Ohio
$3K – – –
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 – – –
Jane Street
72
Jane Street
New York
– -$308K -7,320 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– -$238K -5,661 Closed
Cetera Advisor Networks
74
Cetera Advisor Networks
California
– -$118K -2,802 Closed
JPLA
75
Joseph P. Lucia & Associates
New York
– -$107K -2,550 Closed