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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$320K -$53.1K -597 -15%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$317K
PMFA
103
Plante Moran Financial Advisors
Michigan
$316K
OC
104
Oakworth Capital
Alabama
$313K
NIWA
105
New Insight Wealth Advisors
California
$310K
TCA
106
Transcend Capital Advisors
New Jersey
$292K +$20.3K +228 +8%
US Bancorp
107
US Bancorp
Minnesota
$287K -$11K -124 -4%
CFA
108
Cahill Financial Advisors
Minnesota
$286K +$1.33K +15 +0.5%
OCA
109
Odyssey Capital Advisors
Pennsylvania
$281K +$38.5K +433 +16%
B
110
Bellecapital
Switzerland
$272K +$265K +2,980 New
BFG
111
Beacon Financial Group
Texas
$261K +$356 +4 +0.1%
LC
112
Lawood & Co
Pennsylvania
$260K
BFG
113
Bouchey Financial Group
New York
$257K
CAM
114
Cresset Asset Management
Illinois
$251K
PFA
115
Portland Financial Advisors
New York
$248K +$9.97K +112 +4%
SAM
116
Silvercrest Asset Management
New York
$247K
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$238K +$76.4K +858 +49%
IAIM
118
International Assets Investment Management
Florida
$236K +$200K +2,248 +735%
P
119
&Partners
Tennessee
$226K
EWS
120
Evergreen Wealth Solutions
Pennsylvania
$210K +$190K +2,138 New
NL
121
NWAM LLC
Washington
$208K +$203K +2,280 New
HI
122
Harbour Investments
Wisconsin
$204K -$1.07K -12 -0.5%
LA
123
Lifeworks Advisors
Michigan
$203K +$198K +2,225 New
FGWP
124
Founders Grove Wealth Partners
Virginia
$201K +$195K +2,196 New
HGWM
125
Horst & Graben Wealth Management
Oregon
$200K +$194K +2,179 New