We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
51
Plante Moran Financial Advisors
Michigan
$172K
TAIM
52
TD Ameritrade Investment Management
Nebraska
$139K -$12.8K -261 -9%
JPLA
53
Joseph P. Lucia & Associates
New York
$133K +$125K +2,550 New
PCG
54
Private Capital Group
Connecticut
$85K
US Bancorp
55
US Bancorp
Minnesota
$84K
PWM
56
Perigon Wealth Management
California
$78K +$73.4K +1,500 New
ICM
57
Islay Capital Management
Texas
$50K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$45K
APWA
59
Atlas Private Wealth Advisors
New Jersey
$44K
BAMG
60
Brand Asset Management Group
Missouri
$39K
ME
61
McIlrath & Eck
Washington
$28K
CWA
62
Carolina Wealth Advisors
South Carolina
$27K
PFBT
63
Parkside Financial Bank & Trust
Missouri
$27K
CWA
64
Clearview Wealth Advisors
Oregon
$16K +$15.4K +315 New
GWM
65
Geneos Wealth Management
Colorado
$15K +$6.16K +126 +102%
MWC
66
MBM Wealth Consultants
Missouri
$15K +$13.6K +279 New
IF
67
Ironwood Financial
Arizona
$14K
RG
68
Retirement Group
California
$14K +$13.8K +282 New
GG
69
Gleason Group
Kentucky
$12K
AIC
70
Archer Investment Corporation
Indiana
$8.45K
VCM
71
Versant Capital Management
Arizona
$8K
CFGS
72
Concourse Financial Group Securities
Alabama
$7K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$6K
APA
74
American Portfolios Advisors
New York
$5.16K
ASN
75
Advisory Services Network
Georgia
$4K -$138K -2,814 -98%