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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$450K -$4.48K -57 -1%
GWM
77
Geneos Wealth Management
Colorado
$435K +$1.41K +18 +0.3%
PCIA
78
Prime Capital Investment Advisors
Kansas
$426K
PAG
79
Private Advisor Group
New Jersey
$401K +$314 +4 +0.1%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$391K -$39.2K -499 -9%
SC
81
Savant Capital
Illinois
$388K -$59.9K -762 -14%
PA
82
Parallel Advisors
California
$383K -$6.44K -82 -2%
WJA
83
Willis Johnson & Associates
Texas
$364K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$359K +$15.4K +196 +5%
RF
85
rebel Financial
Ohio
$357K -$341K -4,342 Closed
CFA
86
Cahill Financial Advisors
Minnesota
$349K +$1.81K +23 +0.5%
GS
87
GWN Securities
Florida
$340K +$10.5K +133 +3%
CCM
88
Chilton Capital Management
Texas
$340K +$332K +4,230 New
SAM
89
Summit Asset Management
Tennessee
$339K
DADC
90
D.A. Davidson & Co
Montana
$338K +$79K +1,005 +31%
WCM
91
WealthTrak Capital Management
Virginia
$335K +$4.95K +63 +2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$308K
HighTower Advisors
93
HighTower Advisors
Illinois
$300K +$11.2K +143 +4%
KPWS
94
Kestra Private Wealth Services
Texas
$291K -$14.1K -179 -5%
LJAC
95
L.J. Altfest & Co
New York
$289K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$280K +$20.8K +265 +8%
PMFA
97
Plante Moran Financial Advisors
Michigan
$277K
OC
98
Oakworth Capital
Alabama
$276K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$275K +$1.49K +19 +0.6%
BCA
100
Bay Colony Advisors
Massachusetts
$275K +$269K +3,423 New