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iShares Morningstar Mid-Cap Value ETF
IMCV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$27.8K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$20.4K – – –
MA
103
MCF Advisors
Kentucky
$18.6K – – –
MWC
104
MBM Wealth Consultants
Missouri
$17K – – –
RG
105
Retirement Group
California
$17K – – –
GG
106
Gleason Group
Kentucky
$15.6K +$128 +2 +0.8%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$15.2K +$15.7K +246 New
CWP
108
Concord Wealth Partners
Virginia
$13K +$13.4K +210 New
HFS
109
Hantz Financial Services
Michigan
$12K +$64 +1 +0.5%
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9.09K +142 New
GWM
111
Geneos Wealth Management
Colorado
$6.72K +$64 +1 +0.9%
SWM
112
Spire Wealth Management
Virginia
$6.44K -$320 -5 -5%
AIC
113
Archer Investment Corporation
Indiana
$4.46K – – –
AA
114
Ancora Advisors
Ohio
$4.08K – – –
MSFP
115
Mark Sheptoff Financial Planning
Connecticut
$4.02K +$4.16K +65 New
NA
116
NewEdge Advisors
Louisiana
$3.54K -$128K -1,998 -97%
SIS
117
Sound Income Strategies
Florida
$3.34K – – –
GRP
118
Global Retirement Partners
California
$3.27K – – –
BWL
119
Bogart Wealth LLC
Virginia
$2.49K +$448 +7 +21%
ICM
120
Islay Capital Management
Texas
$1.86K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$804 +$832 +13 New
HNB
122
Huntington National Bank
Ohio
$62 – – –
WWM
123
Windsor Wealth Management
Indiana
– -$208K -3,235 Closed
CWA
124
Clearview Wealth Advisors
Oregon
– -$19.5K -315 Closed
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
– -$12K -186 Closed
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