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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
$591K
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$575K +$22.6K +363 +4%
DI
53
DDFG Inc
California
$570K +$54.6K +877 +12%
MWP
54
Madison Wealth Partners
Wisconsin
$567K +$20.2K +325 +4%
SFG
55
Sage Financial Group
Pennsylvania
$522K
JCIA
56
Jackson Creek Investment Advisors
Colorado
$519K +$3.11K +50 +0.7%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$514K -$269K -4,316 -36%
First Manhattan
58
First Manhattan
New York
$504K -$10K -161 -2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$478K -$1.62K -26 -0.4%
PAG
60
Private Advisor Group
New Jersey
$441K +$95.9K +1,540 +31%
Citigroup
61
Citigroup
New York
$430K -$24.2K -388 -6%
TC
62
TownSquare Capital
Utah
$429K -$224K -3,600 -36%
WWM
63
Western Wealth Management
Colorado
$425K -$194K -3,113 -33%
IWC
64
Integrated Wealth Concepts
Massachusetts
$423K +$3.73K +60 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$406K +$2.05K +33 +0.6%
JJBC
66
James J. Burns & Company
New York
$403K +$3.61K +58 +1%
KAS
67
Kestra Advisory Services
Texas
$401K +$108K +1,742 +42%
JWCA
68
J.W. Cole Advisors
Florida
$393K +$21K +338 +6%
Creative Planning
69
Creative Planning
Kansas
$388K
MRCM
70
M&R Capital Management
New Jersey
$369K
PCIA
71
Prime Capital Investment Advisors
Kansas
$359K
ACA
72
Aptus Capital Advisors
Alabama
$355K -$8.59K -138 -3%
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K -$8.59K -138 -3%
KPWS
74
Kestra Private Wealth Services
Texas
$319K -$147K -2,358 -33%
NIWA
75
New Insight Wealth Advisors
California
$307K +$282K +4,526 New