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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
76
Trivant Custom Portfolio Group
California
$208K +$215K +3,354 New
PD
77
Planning Directions
Pennsylvania
$207K -$1.6K -25 -0.7%
LWM
78
Laidlaw Wealth Management
New York
$204K – – –
PMFA
79
Plante Moran Financial Advisors
Michigan
$204K – – –
Aptus Capital Advisors
80
Aptus Capital Advisors
Alabama
$195K +$68.2K +1,065 +51%
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K +$68.2K +1,065 +51%
CIR
82
Clear Investment Research
Georgia
$140K +$136K +2,119 +1,536%
SCA
83
Stonebridge Capital Advisors
Minnesota
$133K – – –
Harbour Investments
84
Harbour Investments
Wisconsin
$103K +$35K +547 +49%
PTC
85
Private Trust Company
Ohio
$102K – – –
BlackRock
86
BlackRock
New York
$92.8K – – –
CFGS
87
Concourse Financial Group Securities
Alabama
$74.9K – – –
US Bancorp
88
US Bancorp
Minnesota
$74.3K – – –
DWMG
89
DB Wealth Management Group
California
$68.2K – – –
Tower Research Capital (TRC)
90
Tower Research Capital (TRC)
New York
$67K -$34.6K -540 -33%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$59.7K +$192 +3 +0.3%
Advisory Services Network
92
Advisory Services Network
Georgia
$53.9K – – –
AssetMark Inc
93
AssetMark Inc
California
$49.7K +$51.4K +803 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$49.4K +$64 +1 +0.1%
Capital Analysts LLC
95
Capital Analysts LLC
Pennsylvania
$41K +$42K +656 New
OA
96
Operose Advisors
Wisconsin
$39.7K – – –
ME
97
McIlrath & Eck
Washington
$33.4K – – –
CWA
98
Carolina Wealth Advisors
South Carolina
$31.6K – – –
PFBT
99
Parkside Financial Bank & Trust
Missouri
$31.6K – – –
TD Ameritrade Investment Management
100
TD Ameritrade Investment Management
Nebraska
$31K -$5.44K -85 -14%