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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$641K +$205 +3 +0%
PSF
52
Pacific Sun Financial
California
$633K
MWP
53
Madison Wealth Partners
Wisconsin
$601K -$6.01K -88 -1%
JCIA
54
Jackson Creek Investment Advisors
Colorado
$568K +$11.5K +169 +2%
SFG
55
Sage Financial Group
Pennsylvania
$559K +$341 +5 +0.1%
First Manhattan
56
First Manhattan
New York
$540K
LJAC
57
L.J. Altfest & Co
New York
$532K +$203K +2,971 +68%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$502K +$62.9K +921 +15%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$460K -$49K -718 -10%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$456K -$88.8K -1,301 -17%
Citigroup
61
Citigroup
New York
$448K -$11.9K -175 -3%
KAS
62
Kestra Advisory Services
Texas
$433K +$3.48K +51 +0.9%
IWC
63
Integrated Wealth Concepts
Massachusetts
$431K -$20.4K -299 -5%
JWCA
64
J.W. Cole Advisors
Florida
$412K -$8.87K -130 -2%
MRCM
65
M&R Capital Management
New Jersey
$395K
RWM
66
Revisor Wealth Management
Ohio
$395K +$385K +5,636 New
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$390K -$570K -8,352 -61%
PCIA
68
Prime Capital Investment Advisors
Kansas
$385K
LG
69
LaFleur & Godfrey
Michigan
$368K +$126K +1,852 +58%
Creative Planning
70
Creative Planning
Kansas
$367K -$45.3K -664 -12%
DI
71
DDFG Inc
California
$348K -$247K -3,624 -43%
AssetMark Inc
72
AssetMark Inc
California
$336K +$310K +4,540 +5,159%
WWM
73
Western Wealth Management
Colorado
$333K -$115K -1,679 -27%
SAM
74
Summit Asset Management
Tennessee
$325K
HighTower Advisors
75
HighTower Advisors
Illinois
$319K -$7.51K -110 -2%