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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$256K +$53.9K +879 +28%
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K +$53.9K +879 +28%
KPWS
78
Kestra Private Wealth Services
Texas
$251K -$114K -1,854 -32%
JWCA
79
J.W. Cole Advisors
Florida
$247K -$14K -228 -6%
TCPG
80
Trivant Custom Portfolio Group
California
$247K +$32.1K +523 +16%
LWM
81
Laidlaw Wealth Management
New York
$210K
PMFA
82
Plante Moran Financial Advisors
Michigan
$210K
WWM
83
Windsor Wealth Management
Indiana
$206K +$198K +3,235 New
CIR
84
Clear Investment Research
Georgia
$125K -$17.7K -288 -13%
HI
85
Harbour Investments
Wisconsin
$111K +$4.79K +78 +5%
PTC
86
Private Trust Company
Ohio
$105K
BlackRock
87
BlackRock
New York
$95.5K
US Bancorp
88
US Bancorp
Minnesota
$76.4K
DWMG
89
DB Wealth Management Group
California
$70.2K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$54.9K -$6.26K -102 -11%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$50.9K +$61 +1 +0.1%
OA
92
Operose Advisors
Wisconsin
$40.9K
CAL
93
Capital Analysts LLC
Pennsylvania
$40K +$184 +3 +0.5%
ME
94
McIlrath & Eck
Washington
$34.4K
PFBT
95
Parkside Financial Bank & Trust
Missouri
$32.5K
SCA
96
Stonebridge Capital Advisors
Minnesota
$31.9K -$101K -1,654 -77%
AF
97
Advisornet Financial
Minnesota
$28.7K
AssetMark Inc
98
AssetMark Inc
California
$27.8K -$22.5K -367 -46%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$25K -$6.69K -109 -22%
AIP
100
Ameritas Investment Partners
Nebraska
$21K