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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Cape Investment Advisory
Georgia
$308K -$3K -44 -1%
CFA
77
Cahill Financial Advisors
Minnesota
$304K +$1.3K +19 +0.5%
NIWA
78
New Insight Wealth Advisors
California
$288K -$37.9K -555 -12%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$277K +$37.5K +549 +17%
TCPG
80
Trivant Custom Portfolio Group
California
$272K +$6.48K +95 +3%
KPWS
81
Kestra Private Wealth Services
Texas
$267K -$70.4K -1,032 -22%
TIAA Trust, National Association
82
TIAA Trust, National Association
North Carolina
$256K -$5.05K -74 -2%
PAG
83
Private Advisor Group
New Jersey
$255K -$205K -3,001 -46%
PMFA
84
Plante Moran Financial Advisors
Michigan
$239K
IW
85
Imprint Wealth
South Carolina
$238K +$225K +3,300 New
TRCT
86
Tower Research Capital (TRC)
New York
$236K +$208K +3,053 +1,482%
CA
87
Cetera Advisors
Colorado
$220K +$207K +3,033 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$205K +$32.9K +482 +21%
BFG
89
Beacon Financial Group
Texas
$204K +$192K +2,810 New
BFG
90
Bouchey Financial Group
New York
$204K +$192K +2,808 New
TCA
91
Transcend Capital Advisors
New Jersey
$204K +$192K +2,807 New
GWM
92
Geneos Wealth Management
Colorado
$191K +$173K +2,539 +2,760%
GWANC
93
Guardian Wealth Advisors (North Carolina)
North Carolina
$188K -$181K -2,659 -51%
ACA
94
Aptus Capital Advisors
Alabama
$188K -$181K -2,659 -51%
SL
95
Salomon & Ludwin
Virginia
$172K -$9.83K -144 -6%
HI
96
Harbour Investments
Wisconsin
$149K -$104K -1,529 -43%
CIR
97
Clear Investment Research
Georgia
$143K +$887 +13 +0.7%
BlackRock
98
BlackRock
New York
$109K
SAM
99
Smartleaf Asset Management
Massachusetts
$103K -$1.36K -20 -1%
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K +$95.8K +1,404 New