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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$493K +$20.8K +325 +4%
MWP
52
Madison Wealth Partners
Wisconsin
$487K +$7.54K +118 +1%
SFG
53
Sage Financial Group
Pennsylvania
$467K -$7.6K -119 -2%
JCIA
54
Jackson Creek Investment Advisors
Colorado
$461K +$6.13K +96 +1%
First Manhattan
55
First Manhattan
New York
$459K -$64 -1 -0%
DI
56
DDFG Inc
California
$457K +$21.3K +333 +5%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$429K +$67K +1,049 +17%
KPWS
58
Kestra Private Wealth Services
Texas
$429K +$201K +3,140 +80%
Citigroup
59
Citigroup
New York
$408K -$9.01K -141 -2%
IWC
60
Integrated Wealth Concepts
Massachusetts
$375K +$24.9K +390 +7%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$361K -$168K -2,636 -31%
JJBC
62
James J. Burns & Company
New York
$358K -$38.8K -607 -9%
Creative Planning
63
Creative Planning
Kansas
$347K
JWCA
64
J.W. Cole Advisors
Florida
$331K +$101K +1,582 +41%
MRCM
65
M&R Capital Management
New Jersey
$330K
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$328K +$86.9K +1,360 +34%
ACA
67
Aptus Capital Advisors
Alabama
$326K +$86.9K +1,360 +34%
PCIA
68
Prime Capital Investment Advisors
Kansas
$321K
PAG
69
Private Advisor Group
New Jersey
$301K
SWM
70
SeaCrest Wealth Management
New York
$298K +$16.9K +265 +6%
HighTower Advisors
71
HighTower Advisors
Illinois
$297K +$3.64K +57 +1%
SAM
72
Summit Asset Management
Tennessee
$271K
CIA
73
Cape Investment Advisory
Georgia
$260K -$64 -1 -0%
KAS
74
Kestra Advisory Services
Texas
$253K -$84.2K -1,318 -24%
KWA
75
Kingswood Wealth Advisors
California
$250K