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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
51
First Manhattan
New York
$469K +$485K +7,571 +84,122%
JCIA
52
Jackson Creek Investment Advisors
Colorado
$461K +$8.26K +129 +2%
TC
53
TownSquare Capital
Utah
$459K +$89.4K +1,396 +23%
MWP
54
Madison Wealth Partners
Wisconsin
$439K +$116K +1,807 +34%
KAS
55
Kestra Advisory Services
Texas
$434K +$82.4K +1,287 +22%
Citigroup
56
Citigroup
New York
$426K +$7.43K +116 +2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$414K +$428K +6,686 New
DI
58
DDFG Inc
California
$376K +$138K +2,153 +55%
CFO
59
Collective Family Office
Pennsylvania
$365K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$360K
KPWS
61
Kestra Private Wealth Services
Texas
$358K -$8.32K -130 -2%
Creative Planning
62
Creative Planning
Kansas
$354K -$25.9K -405 -7%
MRCM
63
M&R Capital Management
New Jersey
$337K
PCIA
64
Prime Capital Investment Advisors
Kansas
$328K
NL
65
NWAM LLC
Washington
$307K -$73.9K -1,155 -19%
PAG
66
Private Advisor Group
New Jersey
$307K +$318K +4,965 New
SWM
67
SeaCrest Wealth Management
New York
$304K +$14.1K +220 +5%
HighTower Advisors
68
HighTower Advisors
Illinois
$296K -$8.84K -138 -3%
SAM
69
Summit Asset Management
Tennessee
$277K
PPWM
70
Paragon Private Wealth Management
Kentucky
$275K -$124K -1,944 -30%
CIA
71
Cape Investment Advisory
Georgia
$265K +$275K +4,291 New
JWCA
72
J.W. Cole Advisors
Florida
$254K +$263K +4,112 New
CFA
73
Cahill Financial Advisors
Minnesota
$253K +$1.54K +24 +0.6%
FHA
74
Flagship Harbor Advisors
Massachusetts
$227K -$320 -5 -0.1%
MIC
75
Means Investment Company
Maine
$224K -$11.5K -180 -5%