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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
76
DB Wealth Management Group
California
$71K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$50K -$3.84K -59 -7%
JP Morgan Chase
78
JP Morgan Chase
New York
$48K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$47K +$65 +1 +0.1%
OA
80
Operose Advisors
Wisconsin
$38K – – –
ME
81
McIlrath & Eck
Washington
$32K – – –
CWA
82
Carolina Wealth Advisors
South Carolina
$30K – – –
PFBT
83
Parkside Financial Bank & Trust
Missouri
$30K – – –
AF
84
Advisornet Financial
Minnesota
$27K -$5.21K -80 -15%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$24K +$26.7K +411 New
Ameritas Investment Partners
86
Ameritas Investment Partners
Nebraska
$19K – – –
CWA
87
Clearview Wealth Advisors
Oregon
$19K – – –
Gradient Investments
88
Gradient Investments
Minnesota
$18K +$19.5K +300 New
MWC
89
MBM Wealth Consultants
Missouri
$17K – – –
RG
90
Retirement Group
California
$17K – – –
Allworth Financial
91
Allworth Financial
California
$15K – – –
GG
92
Gleason Group
Kentucky
$15K +$65 +1 +0.4%
MassMutual Private Wealth & Trust
93
MassMutual Private Wealth & Trust
Connecticut
$11K – – –
Geneos Wealth Management
94
Geneos Wealth Management
Colorado
$9K – – –
NFSG
95
Newbridge Financial Services Group
Florida
$6K – – –
Spire Wealth Management
96
Spire Wealth Management
Virginia
$6K – – –
RIM
97
Rockbridge Investment Management
New York
$5.11K – – –
AIC
98
Archer Investment Corporation
Indiana
$4.27K – – –
Ancora Advisors
99
Ancora Advisors
Ohio
$4K – – –
Global Retirement Partners
100
Global Retirement Partners
California
$3K – – –