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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$20K +$16.1K +250 +417%
IF
77
Ironwood Financial
Arizona
$18K – – –
MWC
78
MBM Wealth Consultants
Missouri
$18K – – –
RG
79
Retirement Group
California
$18K – – –
Allworth Financial
80
Allworth Financial
California
$16K – – –
GG
81
Gleason Group
Kentucky
$16K +$64 +1 +0.4%
Geneos Wealth Management
82
Geneos Wealth Management
Colorado
$10K -$13.9K -215 -57%
VCM
83
Versant Capital Management
Arizona
$10K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$8K – – –
AF
85
Advisornet Financial
Minnesota
$5K +$5.16K +80 New
Ancora Advisors
86
Ancora Advisors
Ohio
$4K – – –
Advisory Services Network
87
Advisory Services Network
Georgia
$4K +$4.45K +69 New
SIS
88
Sound Income Strategies
Florida
$3K – – –
ICM
89
Islay Capital Management
Texas
$2K -$59.6K -924 -97%
OSNBOA
90
Old Second National Bank of Aurora
Illinois
$2K -$2.19K -34 -49%
William Blair & Company
91
William Blair & Company
Illinois
$2K – – –
Global Retirement Partners
92
Global Retirement Partners
California
$1K -$2.32K -36 -67%
FAIM
93
Financial Advocates Investment Management
Washington
– -$278K -4,524 Closed
IAIM
94
International Assets Investment Management
Florida
– -$197K -2,538 Closed
BAMG
95
Brand Asset Management Group
Missouri
– -$43K -705 Closed
AIC
96
Archer Investment Corporation
Indiana
– -$9.96K -162 Closed