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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
$611K -$1.42K -20 -0.2%
JCIA
52
Jackson Creek Investment Advisors
Colorado
$591K +$41.4K +585 +7%
MWP
53
Madison Wealth Partners
Wisconsin
$590K +$8.63K +122 +1%
DC
54
Davenport & Co
Virginia
$589K -$32K -453 -5%
SFG
55
Sage Financial Group
Pennsylvania
$526K -$15.9K -225 -3%
LG
56
LaFleur & Godfrey
Michigan
$524K +$169K +2,388 +47%
First Manhattan
57
First Manhattan
New York
$522K +$1.34K +19 +0.3%
LJAC
58
L.J. Altfest & Co
New York
$515K
JJBC
59
James J. Burns & Company
New York
$450K +$453K +6,404 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$445K
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$439K -$47.1K -666 -10%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$423K -$19.1K -270 -4%
IWC
63
Integrated Wealth Concepts
Massachusetts
$418K +$71 +1 +0%
TRCT
64
Tower Research Capital (TRC)
New York
$411K +$183K +2,591 +80%
Citigroup
65
Citigroup
New York
$405K -$29.4K -415 -7%
DI
66
DDFG Inc
California
$387K +$50.9K +719 +15%
JWCA
67
J.W. Cole Advisors
Florida
$384K -$14.8K -209 -4%
KAS
68
Kestra Advisory Services
Texas
$384K -$35.9K -507 -8%
MRCM
69
M&R Capital Management
New Jersey
$382K
PCIA
70
Prime Capital Investment Advisors
Kansas
$373K
Creative Planning
71
Creative Planning
Kansas
$356K
WJA
72
Willis Johnson & Associates
Texas
$317K +$319K +4,508 New
SAM
73
Summit Asset Management
Tennessee
$314K
WWM
74
Western Wealth Management
Colorado
$311K -$11.5K -162 -4%
CIA
75
Cape Investment Advisory
Georgia
$299K +$141 +2 +0%