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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
51
Pacific Sun Financial
California
$533K +$528K +8,610 New
MWP
52
Madison Wealth Partners
Wisconsin
$505K +$51.1K +833 +12%
SFG
53
Sage Financial Group
Pennsylvania
$498K +$12.3K +200 +3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$498K -$39.4K -643 -8%
First Manhattan
55
First Manhattan
New York
$483K +$61 +1 +0%
JCIA
56
Jackson Creek Investment Advisors
Colorado
$479K +$4.54K +74 +1%
DI
57
DDFG Inc
California
$459K +$69.9K +1,139 +19%
Citigroup
58
Citigroup
New York
$438K -$368 -6 -0.1%
JJBC
59
James J. Burns & Company
New York
$415K -$403K -6,566 -50%
TRCT
60
Tower Research Capital (TRC)
New York
$390K +$309K +5,039 +467%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$384K +$13.1K +213 +4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$369K -$54.7K -891 -13%
Creative Planning
63
Creative Planning
Kansas
$365K
KAS
64
Kestra Advisory Services
Texas
$350K -$93.1K -1,518 -22%
MRCM
65
M&R Capital Management
New Jersey
$347K
PCIA
66
Prime Capital Investment Advisors
Kansas
$338K
PAG
67
Private Advisor Group
New Jersey
$317K +$368 +6 +0.1%
HighTower Advisors
68
HighTower Advisors
Illinois
$308K
LA
69
Lifeworks Advisors
Michigan
$297K +$286K +4,664 New
SWM
70
SeaCrest Wealth Management
New York
$296K -$15.7K -256 -5%
SAM
71
Summit Asset Management
Tennessee
$285K
PPWM
72
Paragon Private Wealth Management
Kentucky
$283K
CIA
73
Cape Investment Advisory
Georgia
$273K +$61 +1 +0%
KWA
74
Kingswood Wealth Advisors
California
$268K +$258K +4,200 New
CFA
75
Cahill Financial Advisors
Minnesota
$262K +$1.1K +18 +0.4%