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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$471K -$1.7K -21 -0.4%
VT
77
Vise Technologies
New York
$463K +$455K +5,626 New
Jones Financial Companies
78
Jones Financial Companies
Missouri
$463K +$91.6K +1,134 +25%
DADC
79
D.A. Davidson & Co
Montana
$455K +$107K +1,320 +31%
TCPG
80
Trivant Custom Portfolio Group
California
$453K -$22.8K -282 -5%
RCA
81
Runnymede Capital Advisors
Ohio
$453K +$445K +5,504 New
PCIA
82
Prime Capital Investment Advisors
Kansas
$437K
PAG
83
Private Advisor Group
New Jersey
$416K +$5.01K +62 +1%
WCAMG
84
Woodard & Company Asset Management Group
North Carolina
$388K -$71.7K -888 -16%
PA
85
Parallel Advisors
California
$387K -$5.25K -65 -1%
GS
86
GWN Securities
Florida
$379K +$30.9K +383 +9%
RF
87
rebel Financial
Ohio
$378K +$371K +4,595 New
WJA
88
Willis Johnson & Associates
Texas
$373K
CIA
89
Cape Investment Advisory
Georgia
$349K +$342K +4,236 New
SAM
90
Summit Asset Management
Tennessee
$347K
WCM
91
WealthTrak Capital Management
Virginia
$342K -$969 -12 -0.3%
CCM
92
Chilton Capital Management
Texas
$319K -$28.3K -350 -8%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$316K
HighTower Advisors
94
HighTower Advisors
Illinois
$309K +$2.18K +27 +0.7%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$309K +$26.6K +329 +10%
US Bancorp
96
US Bancorp
Minnesota
$305K +$206K +2,550 +221%
BCA
97
Bay Colony Advisors
Massachusetts
$302K +$20K +247 +7%
KPWS
98
Kestra Private Wealth Services
Texas
$298K +$646 +8 +0.2%
LJAC
99
L.J. Altfest & Co
New York
$297K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$285K -$1.62K -20 -0.6%