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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
76
TD Ameritrade Investment Management
Nebraska
$63K -$20.1K -324 -22%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$54K +$7.08K +114 +13%
JP Morgan Chase
78
JP Morgan Chase
New York
$46K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$44K +$62 +1 +0.1%
OPW
80
Oxler Private Wealth
New York
$43.3K
OA
81
Operose Advisors
Wisconsin
$36K
ME
82
McIlrath & Eck
Washington
$30K
CWA
83
Carolina Wealth Advisors
South Carolina
$29K
PFBT
84
Parkside Financial Bank & Trust
Missouri
$29K
AF
85
Advisornet Financial
Minnesota
$25K
HNB
86
Huntington National Bank
Ohio
$24K
AIP
87
Ameritas Investment Partners
Nebraska
$18K
CWA
88
Clearview Wealth Advisors
Oregon
$18K
GI
89
Gradient Investments
Minnesota
$17K
MA
90
MCF Advisors
Kentucky
$17K +$18.6K +300 New
MWC
91
MBM Wealth Consultants
Missouri
$16K
GG
92
Gleason Group
Kentucky
$14K +$124 +2 +0.8%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$10K
HFS
94
Hantz Financial Services
Michigan
$10K +$11.6K +187 New
GWM
95
Geneos Wealth Management
Colorado
$6K -$3.41K -55 -34%
SWM
96
Spire Wealth Management
Virginia
$6K
AIC
97
Archer Investment Corporation
Indiana
$4.03K
AA
98
Ancora Advisors
Ohio
$4K
GRP
99
Global Retirement Partners
California
$3K
SIS
100
Sound Income Strategies
Florida
$3K