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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$463K
PPWM
52
Paragon Private Wealth Management
Kentucky
$427K
MRCM
53
M&R Capital Management
New Jersey
$375K -$16.2K -240 -4%
NL
54
NWAM LLC
Washington
$368K
Creative Planning
55
Creative Planning
Kansas
$363K
PCIA
56
Prime Capital Investment Advisors
Kansas
$363K
Jane Street
57
Jane Street
New York
$340K +$333K +4,937 New
SAM
58
Summit Asset Management
Tennessee
$308K
HighTower Advisors
59
HighTower Advisors
Illinois
$279K +$11.9K +176 +5%
FHA
60
Flagship Harbor Advisors
Massachusetts
$243K -$18.3K -271 -7%
PD
61
Planning Directions
Pennsylvania
$239K +$6.4K +95 +3%
M&T Bank
62
M&T Bank
New York
$236K +$231K +3,433 New
CAN
63
Cetera Advisor Networks
California
$234K +$229K +3,393 New
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$229K +$224K +3,317 New
PMFA
65
Plante Moran Financial Advisors
Michigan
$227K
WWM
66
Windsor Wealth Management
Indiana
$223K
KAS
67
Kestra Advisory Services
Texas
$213K -$22.1K -328 -10%
JPLA
68
Joseph P. Lucia & Associates
New York
$176K +$172K +2,550 New
SCA
69
Stonebridge Capital Advisors
Minnesota
$148K
TAIM
70
TD Ameritrade Investment Management
Nebraska
$128K +$26.6K +394 +27%
PCG
71
Private Capital Group
Connecticut
$112K
APA
72
American Portfolios Advisors
New York
$105K
BlackRock
73
BlackRock
New York
$103K
US Bancorp
74
US Bancorp
Minnesota
$103K
HNB
75
Huntington National Bank
Ohio
$88K