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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$20.7K -$54.3K -885 -73%
CWA
102
Carolina Wealth Advisors
South Carolina
$19.1K -$12.9K -210 -41%
MCF Advisors
103
MCF Advisors
Kentucky
$19.1K – – –
RG
104
Retirement Group
California
$18K – – –
GG
105
Gleason Group
Kentucky
$16.1K +$61 +1 +0.4%
BWM
106
Baystate Wealth Management
Massachusetts
$15.8K +$15.2K +248 New
O'Shaughnessy Asset Management
107
O'Shaughnessy Asset Management
Connecticut
$15.7K – – –
CWP
108
Concord Wealth Partners
Virginia
$13.4K – – –
Hantz Financial Services
109
Hantz Financial Services
Michigan
$12K +$61 +1 +0.5%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$7.19K +$6.93K +113 New
Spire Wealth Management
111
Spire Wealth Management
Virginia
$6.63K – – –
Geneos Wealth Management
112
Geneos Wealth Management
Colorado
$5.8K -$1.1K -18 -17%
AIC
113
Archer Investment Corporation
Indiana
$4.59K – – –
Ancora Advisors
114
Ancora Advisors
Ohio
$4.2K – – –
NewEdge Advisors
115
NewEdge Advisors
Louisiana
$3.67K +$61 +1 +2%
Global Retirement Partners
116
Global Retirement Partners
California
$3.44K – – –
SIS
117
Sound Income Strategies
Florida
$3.44K – – –
IPW
118
Impact Partnership Wealth
Georgia
$2.36K +$2.27K +37 New
Bogart Wealth LLC
119
Bogart Wealth LLC
Virginia
$2.06K -$491 -8 -20%
ICM
120
Islay Capital Management
Texas
$1.91K – – –
Steward Partners Investment Advisory
121
Steward Partners Investment Advisory
New York
$828 – – –
Huntington National Bank
122
Huntington National Bank
Ohio
$64 – – –
CFO
123
Collective Family Office
Pennsylvania
– -$365K -5,893 Closed
NL
124
NWAM LLC
Washington
– -$307K -4,965 Closed
FHA
125
Flagship Harbor Advisors
Massachusetts
– -$227K -3,670 Closed