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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Cahill Financial Advisors
Minnesota
$249K – – –
TCPG
77
Trivant Custom Portfolio Group
California
$246K +$12K +188 +5%
LA
78
Lifeworks Advisors
Michigan
$230K -$55.9K -875 -19%
Harbour Investments
79
Harbour Investments
Wisconsin
$222K +$122K +1,912 +110%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$219K +$231K +3,621 New
RWM
81
Revisor Wealth Management
Ohio
$211K +$222K +3,476 New
PMFA
82
Plante Moran Financial Advisors
Michigan
$200K – – –
SL
83
Salomon & Ludwin
Virginia
$153K +$161K +2,520 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$124K +$75.4K +1,181 +137%
CIR
85
Clear Investment Research
Georgia
$119K – – –
Avior Wealth Management
86
Avior Wealth Management
Nebraska
$96.8K +$102K +1,597 New
BlackRock
87
BlackRock
New York
$90.9K – – –
Huntington National Bank
88
Huntington National Bank
Ohio
$83.7K – – –
US Bancorp
89
US Bancorp
Minnesota
$72.7K – – –
DWMG
90
DB Wealth Management Group
California
$65.4K -$1.47K -23 -2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$48.4K – – –
Capital Analysts LLC
92
Capital Analysts LLC
Pennsylvania
$40K – – –
OA
93
Operose Advisors
Wisconsin
$38.9K – – –
ME
94
McIlrath & Eck
Washington
$32.7K – – –
PFBT
95
Parkside Financial Bank & Trust
Missouri
$30.9K – – –
SCA
96
Stonebridge Capital Advisors
Minnesota
$30.3K – – –
BWM
97
Baystate Wealth Management
Massachusetts
$21K +$6.32K +99 +40%
CFGS
98
Concourse Financial Group Securities
Alabama
$19.8K – – –
MCF Advisors
99
MCF Advisors
Kentucky
$18.3K – – –
CWA
100
Carolina Wealth Advisors
South Carolina
$18.2K – – –