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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
51
Paragon Private Wealth Management
Kentucky
$396K +$1.54K +25 +0.4%
Creative Planning
52
Creative Planning
Kansas
$380K +$74.9K +1,215 +25%
NL
53
NWAM LLC
Washington
$380K +$71.2K +1,155 +23%
TC
54
TownSquare Capital
Utah
$374K +$372K +6,030 New
KPWS
55
Kestra Private Wealth Services
Texas
$367K -$657K -10,658 -64%
CFO
56
Collective Family Office
Pennsylvania
$366K -$166K -2,693 -31%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$361K -$46.2K -749 -11%
KAS
58
Kestra Advisory Services
Texas
$355K +$26.1K +423 +8%
MRCM
59
M&R Capital Management
New Jersey
$338K
PCIA
60
Prime Capital Investment Advisors
Kansas
$329K
MWP
61
Madison Wealth Partners
Wisconsin
$328K +$326K +5,285 New
HighTower Advisors
62
HighTower Advisors
Illinois
$304K +$29.9K +485 +11%
SWM
63
SeaCrest Wealth Management
New York
$291K +$2.04K +33 +0.7%
SAM
64
Summit Asset Management
Tennessee
$278K
CFA
65
Cahill Financial Advisors
Minnesota
$253K +$3.64K +59 +1%
JJBC
66
James J. Burns & Company
New York
$247K +$246K +3,986 New
DI
67
DDFG Inc
California
$243K +$242K +3,916 New
MIC
68
Means Investment Company
Maine
$235K +$234K +3,795 New
FHA
69
Flagship Harbor Advisors
Massachusetts
$228K -$3.58K -58 -2%
PD
70
Planning Directions
Pennsylvania
$210K +$208K +3,377 New
WWM
71
Windsor Wealth Management
Indiana
$208K +$200K +3,235 New
PMFA
72
Plante Moran Financial Advisors
Michigan
$205K
LWM
73
Laidlaw Wealth Management
New York
$205K +$204K +3,300 New
SCA
74
Stonebridge Capital Advisors
Minnesota
$134K
ACA
75
Aptus Capital Advisors
Alabama
$129K +$128K +2,079 New