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iShares Morningstar Mid-Cap Value ETF
IMCV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Allworth Financial
California
$22.7K – – –
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$22.2K – – –
TCM
153
TD Capital Management
Tennessee
$17.4K +$86 +1 +0.5%
CBT
154
Crews Bank & Trust
Florida
$17.4K -$8.6K -100 -33%
BWL
155
Bogart Wealth LLC
Virginia
$15.1K -$24.7K -287 -62%
CFD
156
Creative Financial Designs
Indiana
$13.3K – – –
AF
157
Advisornet Financial
Minnesota
$13.1K – – –
SL
158
Salomon & Ludwin
Virginia
$13K -$688 -8 -5%
GFA
159
Godfrey Financial Associates
New York
$10.7K -$24.8K -288 -70%
AIC
160
Archer Investment Corporation
Indiana
$7.88K – – –
GG
161
Gleason Group
Kentucky
$7.84K -$15.2K -177 -66%
OL
162
one8zero8 LLC
North Carolina
$6.87K +$4.3K +50 +161%
GFA
163
Gladwyn Financial Advisors
Virginia
$6.35K +$172 +2 +3%
AA
164
Ancora Advisors
Ohio
$5.6K – – –
PB
165
Pinnacle Bancorp
Nebraska
$4.83K – – –
SIS
166
Sound Income Strategies
Florida
$4.59K – – –
WP
167
WealthShield Partners
North Carolina
$3.11K – – –
AIP
168
Ameritas Investment Partners
Nebraska
$2.97K -$6.88K -80 -70%
NWS
169
Nvest Wealth Strategies
Ohio
$2.97K – – –
SEP
170
Signature Equity Partners
Ohio
$2.04K – – –
CPG
171
Cornerstone Planning Group
New Jersey
$1.33K – – –
RFS
172
Richardson Financial Services
Massachusetts
$763 +$774 +9 New
HNB
173
Huntington National Bank
Ohio
$85 – – –
RTL
174
Red Tortoise LLC
Georgia
$31 -$86 -1 Closed
DAS
175
Diversify Advisory Services
Utah
– -$1.74M -20,351 Closed
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