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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.02M +$15.9K +206 +2%
Comerica Bank
52
Comerica Bank
Texas
$994K -$232 -3 -0%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$988K -$171K -2,207 -14%
LFAS
54
Level Four Advisory Services
Texas
$918K -$17.2K -222 -2%
JCIA
55
Jackson Creek Investment Advisors
Colorado
$675K +$93.9K +1,215 +15%
PSF
56
Pacific Sun Financial
California
$642K
MWP
57
Madison Wealth Partners
Wisconsin
$624K
LG
58
LaFleur & Godfrey
Michigan
$615K +$37K +479 +6%
SFG
59
Sage Financial Group
Pennsylvania
$556K
First Manhattan
60
First Manhattan
New York
$552K
LJAC
61
L.J. Altfest & Co
New York
$544K
DI
62
DDFG Inc
California
$522K +$81.9K +1,059 +18%
FHA
63
Flagship Harbor Advisors
Massachusetts
$489K +$186K +2,404 +58%
JJBC
64
James J. Burns & Company
New York
$480K +$2.47K +32 +0.5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$459K +$3.63K +47 +0.8%
JP Morgan Chase
66
JP Morgan Chase
New York
$446K +$176K +2,282 +61%
IWC
67
Integrated Wealth Concepts
Massachusetts
$442K +$77 +1 +0%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$421K
Creative Planning
69
Creative Planning
Kansas
$415K +$40.4K +522 +10%
KAS
70
Kestra Advisory Services
Texas
$406K +$1.78K +23 +0.4%
SC
71
Savant Capital
Illinois
$405K -$421K -5,444 -50%
KPWS
72
Kestra Private Wealth Services
Texas
$404K +$193K +2,498 +85%
Citigroup
73
Citigroup
New York
$404K -$7.81K -101 -2%
JWCA
74
J.W. Cole Advisors
Florida
$402K -$1.7K -22 -0.4%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$399K -$36.4K -471 -8%