Merit Financial Group
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Merit Financial Group’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Merit Financial Group’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$379K Hold
9,153
– – ﹤0.01% 1751
2026
Q2 		$378K Buy
+9,153
New +$359K ﹤0.01% 1673

Other funds holding BLCV

SA
Skyline Advisors Bellingham, Washington $322M AUM 10.44% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $236M AUM 11.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return

Merit Financial Group's BLCV Position: Q3 2026 in Review

Merit Financial Group held its BlackRock Large Cap Value ETF (BLCV) position steady in Q3 2026 at 9,153 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Merit Financial Group first reported a position in BLCV in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BLCV as of Q3 2026.

  • Merit Financial Group held 9,153 shares of BlackRock Large Cap Value ETF worth $379K as of Q3 2026.
  • Merit Financial Group left its BlackRock Large Cap Value ETF share count unchanged in Q3 2026.
  • BlackRock Large Cap Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1751 holding.
  • Merit Financial Group first reported a position in BlackRock Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.