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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$686K -$4.36K -49 -0.6%
First Manhattan
77
First Manhattan
New York
$680K
IWC
78
Integrated Wealth Concepts
Massachusetts
$661K +$190K +2,129 +42%
Nuveen
79
Nuveen
North Carolina
$596K +$581K +6,523 New
DADC
80
D.A. Davidson & Co
Montana
$589K +$24.5K +275 +4%
GWM
81
Geneos Wealth Management
Colorado
$588K +$1.78K +20 +0.3%
TCPG
82
Trivant Custom Portfolio Group
California
$567K +$13.4K +151 +2%
SFG
83
Sage Financial Group
Pennsylvania
$567K -$13.8K -155 -2%
TRCT
84
Tower Research Capital (TRC)
New York
$553K +$434K +4,874 +413%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$526K
VT
86
Vise Technologies
New York
$514K
PCIA
87
Prime Capital Investment Advisors
Kansas
$485K
GS
88
GWN Securities
Florida
$467K +$30.6K +344 +7%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$453K +$111K +1,245 +34%
FFA
90
Farther Finance Advisors
California
$450K +$297K +3,338 +211%
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$432K -$3.83K -43 -0.9%
PA
92
Parallel Advisors
California
$430K
WJA
93
Willis Johnson & Associates
Texas
$414K
NA
94
NewEdge Advisors
Louisiana
$394K +$212K +2,379 +123%
CIA
95
Cape Investment Advisory
Georgia
$387K +$89 +1 +0%
SAM
96
Summit Asset Management
Tennessee
$385K
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$370K +$112K +1,259 +45%
WCM
98
WealthTrak Capital Management
Virginia
$369K -$7.39K -83 -2%
RWM
99
Revisor Wealth Management
Ohio
$342K +$108K +1,218 +48%
LJAC
100
L.J. Altfest & Co
New York
$329K