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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$306K -$21.6K -347 -7%
SAM
77
Summit Asset Management
Tennessee
$303K
LJAC
78
L.J. Altfest & Co
New York
$295K +$271K +4,359 New
CIA
79
Cape Investment Advisory
Georgia
$291K +$249 +4 +0.1%
CFA
80
Cahill Financial Advisors
Minnesota
$283K +$3.67K +59 +1%
TCPG
81
Trivant Custom Portfolio Group
California
$248K -$25.5K -410 -10%
TIAA Trust, National Association
82
TIAA Trust, National Association
North Carolina
$244K +$225K +3,608 New
HI
83
Harbour Investments
Wisconsin
$242K -$4.98K -80 -2%
LA
84
Lifeworks Advisors
Michigan
$225K -$29.1K -467 -12%
PMFA
85
Plante Moran Financial Advisors
Michigan
$223K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$222K +$203K +3,265 New
LG
87
LaFleur & Godfrey
Michigan
$218K +$200K +3,215 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$159K +$18.7K +300 +15%
SL
89
Salomon & Ludwin
Virginia
$153K
CIR
90
Clear Investment Research
Georgia
$132K -$872 -14 -0.7%
BlackRock
91
BlackRock
New York
$102K
SAM
92
Smartleaf Asset Management
Massachusetts
$98K +$89.7K +1,441 New
US Bancorp
93
US Bancorp
Minnesota
$81.3K
DWMG
94
DB Wealth Management Group
California
$73.1K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$54.3K +$187 +3 +0.4%
NA
96
NewEdge Advisors
Louisiana
$51.7K +$43.9K +705 +1,216%
SPIA
97
Steward Partners Investment Advisory
New York
$47.3K +$42.6K +685 +5,269%
CAL
98
Capital Analysts LLC
Pennsylvania
$45K +$560 +9 +1%
OA
99
Operose Advisors
Wisconsin
$43.5K
PS
100
Principal Securities
Iowa
$41.6K +$38.3K +615 New