IMCV icon

iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
126
Paragon Private Wealth Management
Kentucky
– -$283K -4,445 Closed
LWM
127
Laidlaw Wealth Management
New York
– -$210K -3,300 Closed
WWM
128
Windsor Wealth Management
Indiana
– -$206K -3,235 Closed
PTC
129
Private Trust Company
Ohio
– -$105K -1,653 Closed
AssetMark Inc
130
AssetMark Inc
California
– -$27.8K -436 Closed
TAIM
131
TD Ameritrade Investment Management
Nebraska
– -$25K -395 Closed