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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
101
New Insight Wealth Advisors
California
$273K
RWM
102
Revisor Wealth Management
Ohio
$258K -$15.1K -192 -6%
SF
103
Summit Financial
New Jersey
$235K -$8.33K -106 -4%
BFG
104
Beacon Financial Group
Texas
$228K +$393 +5 +0.2%
BFG
105
Bouchey Financial Group
New York
$226K
TCA
106
Transcend Capital Advisors
New Jersey
$225K
TIA
107
Trust Investment Advisors
Indiana
$225K +$314 +4 +0.1%
CAM
108
Cresset Asset Management
Illinois
$221K
SAM
109
Silvercrest Asset Management
New York
$217K
5W
110
5T Wealth
California
$212K +$207K +2,637 New
WWM
111
Western Wealth Management
Colorado
$210K -$15.2K -193 -7%
PFA
112
Portland Financial Advisors
New York
$209K +$204K +2,600 New
SAM
113
Smartleaf Asset Management
Massachusetts
$186K +$393 +5 +0.2%
GRP
114
Global Retirement Partners
California
$176K -$7.31K -93 -4%
CIR
115
Clear Investment Research
Georgia
$167K +$4.87K +62 +3%
William Blair & Company
116
William Blair & Company
Illinois
$156K +$153K +1,944 New
NA
117
NewEdge Advisors
Louisiana
$156K +$77.9K +991 +105%
BlackRock
118
BlackRock
New York
$121K
US Bancorp
119
US Bancorp
Minnesota
$92.6K +$50.9K +648 +128%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$81.1K +$34.3K +437 +76%
WANY
121
Wealthspire Advisors (New York)
New York
$78.9K +$77.2K +982 New
HFS
122
Hopwood Financial Services
Virginia
$77.1K
ACA
123
Aptus Capital Advisors
Alabama
$66.3K -$30.1K -383 -32%
PTC
124
Private Trust Company
Ohio
$66K -$786 -10 -1%
AssetMark Inc
125
AssetMark Inc
California
$55.6K +$16.5K +210 +44%