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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.43M +$40.3K +513 +3%
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$1.34M -$11.6K -147 -0.9%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$26K -331 -2%
FA
54
Flagstar Advisors
New York
$1.31M -$540K -6,866 -30%
Creative Planning
55
Creative Planning
Kansas
$1.3M +$762K +9,694 +150%
PAS
56
Park Avenue Securities
New York
$1.15M +$76.7K +976 +7%
M&T Bank
57
M&T Bank
New York
$1.1M
Comerica Bank
58
Comerica Bank
Texas
$1.09M +$6.99K +89 +0.7%
PIAS
59
PCA Investment Advisory Services
Ohio
$1.09M -$36.5K -464 -3%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.02M -$432K -5,503 -30%
LFAS
61
Level Four Advisory Services
Texas
$994K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$989K
Citigroup
63
Citigroup
New York
$829K +$83.8K +1,067 +12%
BAMG
64
Brand Asset Management Group
Missouri
$808K +$790K +10,053 New
MWP
65
Madison Wealth Partners
Wisconsin
$722K +$28.8K +367 +4%
LG
66
LaFleur & Godfrey
Michigan
$705K +$25.1K +320 +4%
KAS
67
Kestra Advisory Services
Texas
$697K +$87.8K +1,117 +15%
Jane Street
68
Jane Street
New York
$664K +$650K +8,268 New
PSF
69
Pacific Sun Financial
California
$652K -$1.57K -20 -0.2%
First Manhattan
70
First Manhattan
New York
$598K
FHA
71
Flagship Harbor Advisors
Massachusetts
$567K +$2.91K +37 +0.5%
SFG
72
Sage Financial Group
Pennsylvania
$514K -$30.5K -388 -6%
TCPG
73
Trivant Custom Portfolio Group
California
$465K +$7.78K +99 +2%
IWC
74
Integrated Wealth Concepts
Massachusetts
$461K -$54.1K -689 -11%
JWCA
75
J.W. Cole Advisors
Florida
$454K -$707 -9 -0.2%