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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
AIP
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
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$14.9K
CWP
107
Concord Wealth Partners
Virginia
$12.7K
HFS
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
SWM
111
Spire Wealth Management
Virginia
$6.3K
GWM
112
Geneos Wealth Management
Colorado
$5.51K
AIC
113
Archer Investment Corporation
Indiana
$4.36K
AA
114
Ancora Advisors
Ohio
$4K
NA
115
NewEdge Advisors
Louisiana
$3.49K
SIS
116
Sound Income Strategies
Florida
$3.27K
GRP
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
BWL
121
Bogart Wealth LLC
Virginia
$932 -$1.09K -17 -53%
SPIA
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
TRCT
125
Tower Research Capital (TRC)
New York
-$390K -6,119 Closed