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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$245K +$1.53K +21 +0.7%
D.A. Davidson & Co
102
D.A. Davidson & Co
Montana
$243K +$233K +3,197 New
TIAA Trust, National Association
103
TIAA Trust, National Association
North Carolina
$235K – – –
Summit Financial
104
Summit Financial
New Jersey
$230K +$1.09K +15 +0.5%
BFG
105
Beacon Financial Group
Texas
$215K +$364 +5 +0.2%
BFG
106
Bouchey Financial Group
New York
$213K – – –
TCA
107
Transcend Capital Advisors
New Jersey
$213K – – –
Western Wealth Management
108
Western Wealth Management
Colorado
$213K +$73 +1 +0%
TIA
109
Trust Investment Advisors
Indiana
$212K +$364 +5 +0.2%
Cresset Asset Management
110
Cresset Asset Management
Illinois
$209K – – –
Silvercrest Asset Management
111
Silvercrest Asset Management
New York
$206K – – –
Smartleaf Asset Management
112
Smartleaf Asset Management
Massachusetts
$175K +$26.7K +367 +19%
Global Retirement Partners
113
Global Retirement Partners
California
$174K +$166K +2,286 New
CIR
114
Clear Investment Research
Georgia
$153K +$291 +4 +0.2%
BlackRock
115
BlackRock
New York
$114K – – –
BCMLT
116
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K – – –
Aptus Capital Advisors
117
Aptus Capital Advisors
Alabama
$91.8K -$14.6K -201 -14%
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.8K -$14.6K -201 -14%
HFS
119
Hopwood Financial Services
Virginia
$72.9K – – –
NewEdge Advisors
120
NewEdge Advisors
Louisiana
$71.8K +$364 +5 +0.5%
PTC
121
Private Trust Company
Ohio
$63.2K +$8.66K +119 +17%
Ameritas Advisory Services
122
Ameritas Advisory Services
Nebraska
$58.4K +$55.9K +768 New
OA
123
Operose Advisors
Wisconsin
$48.8K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$43.5K -$6.47K -89 -13%
ME
125
McIlrath & Eck
Washington
$41K – – –