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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$129K +$128K +2,079 New
NA
77
NewEdge Advisors
Louisiana
$124K +$127K +2,055 New
PTC
78
Private Trust Company
Ohio
$103K
TRCT
79
Tower Research Capital (TRC)
New York
$101K -$567K -9,197 -85%
BlackRock
80
BlackRock
New York
$93.1K
CFGS
81
Concourse Financial Group Securities
Alabama
$75.1K
US Bancorp
82
US Bancorp
Minnesota
$74.5K
HI
83
Harbour Investments
Wisconsin
$69.6K +$69.1K +1,121 New
DWMG
84
DB Wealth Management Group
California
$68.4K -$4.5K -73 -6%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$59.6K
ASN
86
Advisory Services Network
Georgia
$54K +$53.7K +871 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$49.4K +$123 +2 +0.3%
OA
88
Operose Advisors
Wisconsin
$39.8K
TAIM
89
TD Ameritrade Investment Management
Nebraska
$37K -$32.7K -531 -47%
ME
90
McIlrath & Eck
Washington
$33.5K
CWA
91
Carolina Wealth Advisors
South Carolina
$32K
PFBT
92
Parkside Financial Bank & Trust
Missouri
$31.6K
AF
93
Advisornet Financial
Minnesota
$27.9K
AIP
94
Ameritas Investment Partners
Nebraska
$20.5K
CWA
95
Clearview Wealth Advisors
Oregon
$19.5K
MA
96
MCF Advisors
Kentucky
$18.6K
RG
97
Retirement Group
California
$18K +$17.4K +282 New
MWC
98
MBM Wealth Consultants
Missouri
$17K
GG
99
Gleason Group
Kentucky
$15.5K +$123 +2 +0.8%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$12K