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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$197K
JPLA
52
Joseph P. Lucia & Associates
New York
$157K
TAIM
53
TD Ameritrade Investment Management
Nebraska
$139K
SCA
54
Stonebridge Capital Advisors
Minnesota
$132K +$124K +2,154 New
PCG
55
Private Capital Group
Connecticut
$100K
US Bancorp
56
US Bancorp
Minnesota
$92K -$6.55K -114 -7%
BlackRock
57
BlackRock
New York
$92K +$86.2K +1,500 New
ICM
58
Islay Capital Management
Texas
$59K
APWA
59
Atlas Private Wealth Advisors
New Jersey
$58K +$6.03K +105 +13%
JP Morgan Chase
60
JP Morgan Chase
New York
$50K +$46.9K +816 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$44K -$8.1K -141 -16%
BAMG
62
Brand Asset Management Group
Missouri
$43K -$2.24K -39 -5%
ME
63
McIlrath & Eck
Washington
$33K
CWA
64
Carolina Wealth Advisors
South Carolina
$31K
PFBT
65
Parkside Financial Bank & Trust
Missouri
$31K
HI
66
Harbour Investments
Wisconsin
$22K +$20.9K +363 New
CWA
67
Clearview Wealth Advisors
Oregon
$19K
IF
68
Ironwood Financial
Arizona
$17K
MWC
69
MBM Wealth Consultants
Missouri
$17K
RG
70
Retirement Group
California
$17K
GG
71
Gleason Group
Kentucky
$15K +$172 +3 +1%
AF
72
Allworth Financial
California
$15K +$14.1K +246 New
VCM
73
Versant Capital Management
Arizona
$10K
AIC
74
Archer Investment Corporation
Indiana
$9.96K
GWM
75
Geneos Wealth Management
Colorado
$8K +$7.24K +126 +51%