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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$191K +$20K +259 +11%
CIR
102
Clear Investment Research
Georgia
$149K +$4.64K +60 +3%
SAM
103
Smartleaf Asset Management
Massachusetts
$113K +$3.79K +49 +3%
BlackRock
104
BlackRock
New York
$111K
ACA
105
Aptus Capital Advisors
Alabama
$104K -$46.6K -603 -30%
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K -$46.6K -603 -30%
BCMLT
107
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K
US Bancorp
108
US Bancorp
Minnesota
$89.1K
NA
109
NewEdge Advisors
Louisiana
$75.9K -$2.09K -27 -3%
HFS
110
Hopwood Financial Services
Virginia
$71.3K +$74.2K +960 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$58.1K +$21.1K +273 +54%
HPC
112
HM Payson & Co
Maine
$50.9K +$53K +685 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$49.1K +$77 +1 +0.2%
OA
114
Operose Advisors
Wisconsin
$47.7K
PS
115
Principal Securities
Iowa
$43.2K -$387 -5 -0.9%
ME
116
McIlrath & Eck
Washington
$40.1K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$32.6K
AG
118
AmeriFlex Group
Nevada
$31.9K +$32.2K +417 New
CFGS
119
Concourse Financial Group Securities
Alabama
$25K
PTC
120
Private Trust Company
Ohio
$23K
CBT
121
Crews Bank & Trust
Florida
$22.6K +$23.6K +305 New
MA
122
MCF Advisors
Kentucky
$22.3K
GG
123
Gleason Group
Kentucky
$19.5K +$155 +2 +0.8%
EWP
124
Elevation Wealth Partners
California
$18.6K +$19.4K +251 New
IA
125
IFP Advisors
Florida
$16.5K +$17.2K +222 New