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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sage Financial Group
Pennsylvania
$539K -$2.58K -30 -0.5%
DADC
77
D.A. Davidson & Co
Montana
$523K +$55.9K +650 +12%
TCPG
78
Trivant Custom Portfolio Group
California
$513K +$47.3K +550 +10%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$488K
VT
80
Vise Technologies
New York
$463K
PCIA
81
Prime Capital Investment Advisors
Kansas
$450K
IWC
82
Integrated Wealth Concepts
Massachusetts
$433K -$52.5K -610 -11%
PAG
83
Private Advisor Group
New Jersey
$429K +$774 +9 +0.2%
GS
84
GWN Securities
Florida
$404K +$13.9K +161 +3%
WCAMG
85
Woodard & Company Asset Management Group
North Carolina
$404K +$5.33K +62 +1%
BIG
86
Brooklyn Investment Group
New York
$402K +$131K +1,525 +47%
PA
87
Parallel Advisors
California
$399K
WJA
88
Willis Johnson & Associates
Texas
$384K
RF
89
rebel Financial
Ohio
$372K -$18.3K -213 -5%
CIA
90
Cape Investment Advisory
Georgia
$359K +$86 +1 +0%
SAM
91
Summit Asset Management
Tennessee
$357K
WCM
92
WealthTrak Capital Management
Virginia
$350K -$2.75K -32 -0.8%
HighTower Advisors
93
HighTower Advisors
Illinois
$347K +$29.3K +341 +9%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$325K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$314K -$3.96K -46 -1%
KPWS
96
Kestra Private Wealth Services
Texas
$308K +$430 +5 +0.1%
LJAC
97
L.J. Altfest & Co
New York
$305K
BCA
98
Bay Colony Advisors
Massachusetts
$298K -$13.2K -154 -4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$294K
PMFA
100
Plante Moran Financial Advisors
Michigan
$293K