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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Western Wealth Management
51
Western Wealth Management
Colorado
$250K +$251K +3,889 New
HighTower Advisors
52
HighTower Advisors
Illinois
$249K -$3.09K -48 -1%
SWM
53
SeaCrest Wealth Management
New York
$248K +$249K +3,861 New
DWMG
54
DB Wealth Management Group
California
$246K +$247K +3,826 New
PD
55
Planning Directions
Pennsylvania
$230K -$15.7K -244 -6%
Kestra Advisory Services
56
Kestra Advisory Services
Texas
$229K +$230K +3,563 New
PMFA
57
Plante Moran Financial Advisors
Michigan
$212K – – –
WWM
58
Windsor Wealth Management
Indiana
$208K +$208K +3,235 New
JPLA
59
Joseph P. Lucia & Associates
New York
$164K – – –
SCA
60
Stonebridge Capital Advisors
Minnesota
$138K – – –
PCG
61
Private Capital Group
Connecticut
$104K – – –
BlackRock
62
BlackRock
New York
$96K – – –
US Bancorp
63
US Bancorp
Minnesota
$96K – – –
TD Ameritrade Investment Management
64
TD Ameritrade Investment Management
Nebraska
$68K -$103K -1,596 -60%
APWA
65
Atlas Private Wealth Advisors
New Jersey
$61K – – –
JP Morgan Chase
66
JP Morgan Chase
New York
$55K +$2.71K +42 +5%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$53K +$7.61K +118 +17%
APA
68
American Portfolios Advisors
New York
$38.5K +$32.3K +501 +506%
ME
69
McIlrath & Eck
Washington
$35K – – –
CWA
70
Carolina Wealth Advisors
South Carolina
$33K – – –
PFBT
71
Parkside Financial Bank & Trust
Missouri
$33K – – –
Harbour Investments
72
Harbour Investments
Wisconsin
$23K – – –
AssetMark Inc
73
AssetMark Inc
California
$23K +$23.5K +365 New
Ameritas Investment Partners
74
Ameritas Investment Partners
Nebraska
$21K +$21.3K +330 New
CWA
75
Clearview Wealth Advisors
Oregon
$20K – – –