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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
51
DB Wealth Management Group
California
$273K +$32.1K +500 +13%
HighTower Advisors
52
HighTower Advisors
Illinois
$246K
KAS
53
Kestra Advisory Services
Texas
$226K +$834 +13 +0.4%
PMFA
54
Plante Moran Financial Advisors
Michigan
$220K +$11.4K +178 +5%
PD
55
Planning Directions
Pennsylvania
$217K -$10K -156 -4%
WWM
56
Windsor Wealth Management
Indiana
$208K
JPLA
57
Joseph P. Lucia & Associates
New York
$161K
SCA
58
Stonebridge Capital Advisors
Minnesota
$136K
TAIM
59
TD Ameritrade Investment Management
Nebraska
$128K -$5.46K -85 -8%
PCG
60
Private Capital Group
Connecticut
$102K
BlackRock
61
BlackRock
New York
$95K
US Bancorp
62
US Bancorp
Minnesota
$95K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$53K +$64 +1 +0.1%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$53K +$45.8K +714 +595%
JP Morgan Chase
65
JP Morgan Chase
New York
$52K -$2.7K -42 -5%
ME
66
McIlrath & Eck
Washington
$34K
AF
67
Advisornet Financial
Minnesota
$34K +$28.9K +450 +563%
CWA
68
Carolina Wealth Advisors
South Carolina
$32K
PFBT
69
Parkside Financial Bank & Trust
Missouri
$32K
APA
70
American Portfolios Advisors
New York
$31.6K -$6.42K -100 -17%
APWA
71
Atlas Private Wealth Advisors
New Jersey
$27K -$33.7K -525 -56%
HI
72
Harbour Investments
Wisconsin
$23K
AIP
73
Ameritas Investment Partners
Nebraska
$20K
CWA
74
Clearview Wealth Advisors
Oregon
$20K
CFGS
75
Concourse Financial Group Securities
Alabama
$20K