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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
$396K -$3.19K -49 -0.7%
NL
52
NWAM LLC
Washington
$387K +$75.3K +1,157 +22%
SFG
53
Sage Financial Group
Pennsylvania
$383K +$420K +6,459 New
PPWM
54
Paragon Private Wealth Management
Kentucky
$380K
OWM
55
Orgel Wealth Management
Wisconsin
$338K +$371K +5,697 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$329K +$131K +2,018 +57%
MRCM
57
M&R Capital Management
New Jersey
$323K
PCIA
58
Prime Capital Investment Advisors
Kansas
$315K -$390 -6 -0.1%
Creative Planning
59
Creative Planning
Kansas
$292K -$23.2K -357 -7%
KAS
60
Kestra Advisory Services
Texas
$274K +$98.6K +1,515 +49%
SAM
61
Summit Asset Management
Tennessee
$266K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$261K -$609K -9,358 -68%
HighTower Advisors
63
HighTower Advisors
Illinois
$249K +$10.7K +164 +4%
PMFA
64
Plante Moran Financial Advisors
Michigan
$196K
JPLA
65
Joseph P. Lucia & Associates
New York
$151K
SCA
66
Stonebridge Capital Advisors
Minnesota
$128K
APA
67
American Portfolios Advisors
New York
$103K +$13.7K +210 +14%
PTC
68
Private Trust Company
Ohio
$98K +$108K +1,653 New
BlackRock
69
BlackRock
New York
$89K
US Bancorp
70
US Bancorp
Minnesota
$89K
PFS
71
Prospera Financial Services
Texas
$87K +$41.5K +638 +77%
TAIM
72
TD Ameritrade Investment Management
Nebraska
$85K -$27K -415 -22%
CFGS
73
Concourse Financial Group Securities
Alabama
$85K +$73.5K +1,129 +364%
SWM
74
SeaCrest Wealth Management
New York
$85K +$93.6K +1,438 New
HNB
75
Huntington National Bank
Ohio
$76K