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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$430K +$411K +5,656 New
WCAMG
77
Woodard & Company Asset Management Group
North Carolina
$429K -$161K -2,210 -28%
SC
78
Savant Capital
Illinois
$425K +$10.2K +140 +3%
GWM
79
Geneos Wealth Management
Colorado
$410K +$195K +2,678 +99%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$408K
PCIA
81
Prime Capital Investment Advisors
Kansas
$403K
PAG
82
Private Advisor Group
New Jersey
$379K +$363K +4,984 New
PA
83
Parallel Advisors
California
$369K +$94.6K +1,300 +37%
WJA
84
Willis Johnson & Associates
Texas
$344K
RF
85
rebel Financial
Ohio
$330K +$316K +4,342 New
CFA
86
Cahill Financial Advisors
Minnesota
$329K +$1.82K +25 +0.6%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$324K +$92.8K +1,275 +42%
CIA
88
Cape Investment Advisory
Georgia
$324K +$73 +1 +0%
SAM
89
Summit Asset Management
Tennessee
$320K -$18.9K -260 -6%
WCM
90
WealthTrak Capital Management
Virginia
$312K +$7.2K +99 +2%
GS
91
GWN Securities
Florida
$312K +$31.4K +431 +12%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$292K -$97K -1,333 -26%
KPWS
93
Kestra Private Wealth Services
Texas
$288K -$49.1K -675 -15%
LJAC
94
L.J. Altfest & Co
New York
$274K -$271K -3,729 -51%
HighTower Advisors
95
HighTower Advisors
Illinois
$272K +$261K +3,586 New
RWM
96
Revisor Wealth Management
Ohio
$267K -$11.6K -160 -4%
PMFA
97
Plante Moran Financial Advisors
Michigan
$262K
OC
98
Oakworth Capital
Alabama
$261K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$259K -$44.6K -613 -15%
NIWA
100
New Insight Wealth Advisors
California
$258K