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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 – – –
Ameritas Investment Partners
82
Ameritas Investment Partners
Nebraska
$22K – – –
CWA
83
Clearview Wealth Advisors
Oregon
$22K – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$21K – – –
MassMutual Private Wealth & Trust
85
MassMutual Private Wealth & Trust
Connecticut
$20K +$19.2K +288 New
MWC
86
MBM Wealth Consultants
Missouri
$19K – – –
RG
87
Retirement Group
California
$19K – – –
Allworth Financial
88
Allworth Financial
California
$17K – – –
GG
89
Gleason Group
Kentucky
$17K +$67 +1 +0.4%
Spire Wealth Management
90
Spire Wealth Management
Virginia
$14K +$13.5K +203 New
Geneos Wealth Management
91
Geneos Wealth Management
Colorado
$11K +$67 +1 +0.6%
RIM
92
Rockbridge Investment Management
New York
$6K +$5.72K +86 New
Ancora Advisors
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
Harbour Investments
100
Harbour Investments
Wisconsin
– -$23K -363 Closed