We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
76
DB Wealth Management Group
California
$82K -$71.2K -1,056 -47%
AssetMark Inc
77
AssetMark Inc
California
$71K -$518K -7,682 -88%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$62K +$3.37K +50 +6%
PFS
79
Prospera Financial Services
Texas
$57K +$55.6K +825 New
JP Morgan Chase
80
JP Morgan Chase
New York
$56K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$55K +$67 +1 +0.1%
OA
82
Operose Advisors
Wisconsin
$44K
AF
83
Advisornet Financial
Minnesota
$37K
ME
84
McIlrath & Eck
Washington
$37K
CWA
85
Carolina Wealth Advisors
South Carolina
$35K
PFBT
86
Parkside Financial Bank & Trust
Missouri
$35K
AIP
87
Ameritas Investment Partners
Nebraska
$22K
CWA
88
Clearview Wealth Advisors
Oregon
$22K
CFGS
89
Concourse Financial Group Securities
Alabama
$21K
MWC
90
MBM Wealth Consultants
Missouri
$19K
RG
91
Retirement Group
California
$19K
AF
92
Allworth Financial
California
$17K
GG
93
Gleason Group
Kentucky
$17K +$67 +1 +0.4%
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$13K -$6.88K -102 -35%
GWM
95
Geneos Wealth Management
Colorado
$11K +$67 +1 +0.6%
SWM
96
Spire Wealth Management
Virginia
$8K -$6.34K -94 -46%
NFSG
97
Newbridge Financial Services Group
Florida
$7K +$7.08K +105 New
BFC
98
Bedel Financial Consulting
Indiana
$7K +$7.28K +108 New
RIM
99
Rockbridge Investment Management
New York
$5.95K
AA
100
Ancora Advisors
Ohio
$5K