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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$2.1M -$126K -1,417 -6%
LI
52
LRI Investments
Florida
$2.07M
PS
53
Principal Securities
Iowa
$1.91M +$534 +6 +0%
JJBC
54
James J. Burns & Company
New York
$1.74M +$8.37K +94 +0.5%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$1.73M +$750K +8,428 +82%
AFG
56
Allegheny Financial Group
Pennsylvania
$1.62M +$391K +4,397 +33%
CMP
57
Courage Miller Partners
Virginia
$1.6M -$93.6K -1,051 -6%
Corient Private Wealth
58
Corient Private Wealth
Florida
$1.48M -$6.23K -70 -0.4%
PAS
59
Park Avenue Securities
New York
$1.47M -$4.27K -48 -0.3%
FA
60
Flagstar Advisors
New York
$1.31M -$39.1K -439 -3%
PIAS
61
PCA Investment Advisory Services
Ohio
$1.26M -$8.63K -97 -0.7%
M&T Bank
62
M&T Bank
New York
$1.25M
JP Morgan Chase
63
JP Morgan Chase
New York
$1.23M -$825K -9,268 -41%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$1.21M -$20.1K -226 -2%
JSA
65
Jim Saulnier & Associates
Colorado
$1.09M -$1.15M -12,972 -52%
JWCA
66
J.W. Cole Advisors
Florida
$1.08M +$1.05M +11,824 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$37.4K -420 -4%
LG
68
LaFleur & Godfrey
Michigan
$945K +$49.3K +554 +6%
RPGK
69
Retirement Planning Group (Kansas)
Kansas
$918K -$511K -5,741 -36%
MWP
70
Madison Wealth Partners
Wisconsin
$905K +$13.5K +152 +2%
SWP
71
Stratos Wealth Partners
Ohio
$900K +$635K +7,139 +263%
SAG
72
Sentinel Advisory Group
Wisconsin
$896K -$36.4K -409 -4%
BAMG
73
Brand Asset Management Group
Missouri
$841K -$7.39K -83 -0.9%
Citigroup
74
Citigroup
New York
$760K +$19.7K +221 +3%
PSF
75
Pacific Sun Financial
California
$758K