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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$296K +$298K +4,218 New
CFA
77
Cahill Financial Advisors
Minnesota
$296K +$1.56K +22 +0.5%
TCPG
78
Trivant Custom Portfolio Group
California
$265K +$1.91K +27 +0.7%
HighTower Advisors
79
HighTower Advisors
Illinois
$247K -$61.7K -873 -20%
PAG
80
Private Advisor Group
New Jersey
$247K +$283 +4 +0.1%
TIAA Trust, National Association
81
TIAA Trust, National Association
North Carolina
$246K -$2.19K -31 -0.9%
PMFA
82
Plante Moran Financial Advisors
Michigan
$243K +$10.8K +153 +5%
NIWA
83
New Insight Wealth Advisors
California
$238K -$41K -579 -15%
KPWS
84
Kestra Private Wealth Services
Texas
$232K -$26.5K -374 -10%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$232K -$38.8K -549 -14%
AWM
86
AE Wealth Management
Kansas
$226K +$227K +3,211 New
JP Morgan Chase
87
JP Morgan Chase
New York
$214K +$138K +1,947 +176%
TCA
88
Transcend Capital Advisors
New Jersey
$207K +$10.4K +147 +5%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$207K +$8.2K +116 +4%
GWM
90
Geneos Wealth Management
Colorado
$185K +$637 +9 +0.3%
GWANC
91
Guardian Wealth Advisors (North Carolina)
North Carolina
$145K -$37.3K -527 -20%
ACA
92
Aptus Capital Advisors
Alabama
$145K -$37.3K -527 -20%
CIR
93
Clear Investment Research
Georgia
$142K +$3.89K +55 +3%
HI
94
Harbour Investments
Wisconsin
$139K -$5.09K -72 -4%
BlackRock
95
BlackRock
New York
$105K
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
$98.6K
US Bancorp
97
US Bancorp
Minnesota
$84.3K
SAM
98
Smartleaf Asset Management
Massachusetts
$78.6K -$21K -297 -21%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$58.8K +$59.3K +838 New
ATPW
100
Ashton Thomas Private Wealth
Arizona
$56.5K +$56.9K +804 New