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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
101
NBC Securities
Alabama
$18K +$19.2K +300 New
RG
102
Retirement Group
California
$17.1K – – –
Ameritas Investment Partners
103
Ameritas Investment Partners
Nebraska
$15.8K -$4.47K -70 -21%
AF
104
Advisornet Financial
Minnesota
$15.4K -$12.5K -195 -43%
GG
105
Gleason Group
Kentucky
$15.3K – – –
O'Shaughnessy Asset Management
106
O'Shaughnessy Asset Management
Connecticut
$14.9K – – –
CWP
107
Concord Wealth Partners
Virginia
$12.7K – – –
Hantz Financial Services
108
Hantz Financial Services
Michigan
$12K – – –
HGERS
109
Householder Group Estate & Retirement Specialist
Arizona
$8.6K +$9.01K +141 New
Russell Investments Group
110
Russell Investments Group
United Kingdom
$6.84K – – –
Spire Wealth Management
111
Spire Wealth Management
Virginia
$6.3K – – –
Geneos Wealth Management
112
Geneos Wealth Management
Colorado
$5.51K – – –
AIC
113
Archer Investment Corporation
Indiana
$4.36K – – –
Ancora Advisors
114
Ancora Advisors
Ohio
$4K – – –
NewEdge Advisors
115
NewEdge Advisors
Louisiana
$3.49K – – –
SIS
116
Sound Income Strategies
Florida
$3.27K – – –
Global Retirement Partners
117
Global Retirement Partners
California
$3.2K – – –
IPW
118
Impact Partnership Wealth
Georgia
$2.24K – – –
ICM
119
Islay Capital Management
Texas
$1.82K – – –
FIA
120
FNY Investment Advisers
New York
$1K +$1.92K +30 New
Bogart Wealth LLC
121
Bogart Wealth LLC
Virginia
$932 -$1.09K -17 -53%
Steward Partners Investment Advisory
122
Steward Partners Investment Advisory
New York
$788 – – –
Citadel Advisors
123
Citadel Advisors
Florida
– -$1.58M -24,734 Closed
PK
124
Pflug Koory
Nebraska
– -$668K -10,482 Closed
Tower Research Capital (TRC)
125
Tower Research Capital (TRC)
New York
– -$390K -6,119 Closed