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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Operose Advisors
Wisconsin
$44K +$42.7K +642 New
RIA
77
Richwood Investment Advisors
Ohio
$41K +$39.9K +600 New
ME
78
McIlrath & Eck
Washington
$37K
AF
79
Advisornet Financial
Minnesota
$36K
CWA
80
Carolina Wealth Advisors
South Carolina
$35K
PFBT
81
Parkside Financial Bank & Trust
Missouri
$35K
AIP
82
Ameritas Investment Partners
Nebraska
$22K
CWA
83
Clearview Wealth Advisors
Oregon
$22K
CFGS
84
Concourse Financial Group Securities
Alabama
$21K
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$20K +$19.2K +288 New
MWC
86
MBM Wealth Consultants
Missouri
$19K
RG
87
Retirement Group
California
$19K
AF
88
Allworth Financial
California
$17K
GG
89
Gleason Group
Kentucky
$17K +$67 +1 +0.4%
SWM
90
Spire Wealth Management
Virginia
$14K +$13.5K +203 New
GWM
91
Geneos Wealth Management
Colorado
$11K +$67 +1 +0.6%
RIM
92
Rockbridge Investment Management
New York
$6K +$5.72K +86 New
AA
93
Ancora Advisors
Ohio
$5K
AIC
94
Archer Investment Corporation
Indiana
$4.92K
SIS
95
Sound Income Strategies
Florida
$4K
ICM
96
Islay Capital Management
Texas
$2K
CIC
97
Cornercap Investment Counsel
Georgia
-$4.89M -77,409 Closed
JPLA
98
Joseph P. Lucia & Associates
New York
-$161K -2,550 Closed
APWA
99
Atlas Private Wealth Advisors
New Jersey
-$27K -420 Closed
HI
100
Harbour Investments
Wisconsin
-$23K -363 Closed