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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.39M -$54.5K -749 -4%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.38M +$646K +8,884 +96%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.31M +$219K +3,008 +21%
DAS
54
Diversify Advisory Services
Utah
$1.31M +$111K +1,532 +10%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$89.7K -1,233 -7%
RPGK
56
Retirement Planning Group (Kansas)
Kansas
$1.27M -$86.4K -1,187 -7%
PIAS
57
PCA Investment Advisory Services
Ohio
$1.06M +$1.6K +22 +0.2%
M&T Bank
58
M&T Bank
New York
$1.04M -$38.8K -533 -4%
Comerica Bank
59
Comerica Bank
Texas
$1.03M +$10.3K +142 +1%
PAS
60
Park Avenue Securities
New York
$1.01M +$966K +13,272 New
LFAS
61
Level Four Advisory Services
Texas
$940K +$73 +1 +0%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$935K -$106K -1,460 -11%
JCIA
63
Jackson Creek Investment Advisors
Colorado
$719K +$8.22K +113 +1%
Citigroup
64
Citigroup
New York
$703K +$278K +3,815 +70%
MWP
65
Madison Wealth Partners
Wisconsin
$655K +$52.5K +722 +9%
LG
66
LaFleur & Godfrey
Michigan
$642K +$4.07K +56 +0.7%
PSF
67
Pacific Sun Financial
California
$618K -$39.3K -540 -6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$581K -$1.97M -27,096 -78%
KAS
69
Kestra Advisory Services
Texas
$575K +$151K +2,071 +38%
First Manhattan
70
First Manhattan
New York
$565K
FHA
71
Flagship Harbor Advisors
Massachusetts
$533K +$22K +303 +5%
SFG
72
Sage Financial Group
Pennsylvania
$515K -$31.4K -431 -6%
Creative Planning
73
Creative Planning
Kansas
$489K +$2.84K +39 +0.6%
IWC
74
Integrated Wealth Concepts
Massachusetts
$488K +$47.2K +649 +11%
TCPG
75
Trivant Custom Portfolio Group
California
$432K +$49.9K +686 +14%