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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
76
Prime Capital Investment Advisors
Kansas
$394K
PAS
77
Park Avenue Securities
New York
$365K +$175K +2,267 +85%
WJA
78
Willis Johnson & Associates
Texas
$336K +$773 +10 +0.2%
SAM
79
Summit Asset Management
Tennessee
$332K
CFA
80
Cahill Financial Advisors
Minnesota
$317K +$2.32K +30 +0.7%
CIA
81
Cape Investment Advisory
Georgia
$316K +$155 +2 +0%
WCM
82
WealthTrak Capital Management
Virginia
$314K +$327K +4,233 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$303K +$6.8K +88 +2%
TCPG
84
Trivant Custom Portfolio Group
California
$292K +$7.88K +102 +3%
Jane Street
85
Jane Street
New York
$265K -$195K -2,517 -41%
PMFA
86
Plante Moran Financial Advisors
Michigan
$256K
OC
87
Oakworth Capital
Alabama
$255K
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$253K -$1.16K -15 -0.4%
NIWA
89
New Insight Wealth Advisors
California
$252K
AssetMark Inc
90
AssetMark Inc
California
$243K +$253K +3,270 New
WWM
91
Western Wealth Management
Colorado
$239K -$97.2K -1,257 -28%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$238K
RWM
93
Revisor Wealth Management
Ohio
$226K +$233K +3,015 New
BFG
94
Beacon Financial Group
Texas
$210K +$464 +6 +0.2%
BFG
95
Bouchey Financial Group
New York
$209K
TCA
96
Transcend Capital Advisors
New Jersey
$208K -$11.7K -151 -5%
CAM
97
Cresset Asset Management
Illinois
$204K
SAM
98
Silvercrest Asset Management
New York
$201K
Jones Financial Companies
99
Jones Financial Companies
Missouri
$201K +$141K +1,829 +210%
GWM
100
Geneos Wealth Management
Colorado
$200K +$928 +12 +0.4%