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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$284K
OC
102
Oakworth Capital
Alabama
$282K
NIWA
103
New Insight Wealth Advisors
California
$279K
BIG
104
Brooklyn Investment Group
New York
$267K +$260K +3,216 New
CFA
105
Cahill Financial Advisors
Minnesota
$256K -$99.9K -1,237 -28%
SF
106
Summit Financial
New Jersey
$247K +$5.9K +73 +2%
BFG
107
Beacon Financial Group
Texas
$234K +$404 +5 +0.2%
LC
108
Lawood & Co
Pennsylvania
$234K +$230K +2,844 New
BFG
109
Bouchey Financial Group
New York
$231K
TCA
110
Transcend Capital Advisors
New Jersey
$231K
CAM
111
Cresset Asset Management
Illinois
$226K
RWM
112
Revisor Wealth Management
Ohio
$225K -$49.1K -608 -19%
SWP
113
Stratos Wealth Partners
Ohio
$223K +$219K +2,710 New
SAM
114
Silvercrest Asset Management
New York
$223K
OCA
115
Odyssey Capital Advisors
Pennsylvania
$217K +$213K +2,641 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$217K +$177K +2,196 +500%
PFA
117
Portland Financial Advisors
New York
$214K
5W
118
5T Wealth
California
$208K -$9.21K -114 -4%
GRP
119
Global Retirement Partners
California
$179K -$2.02K -25 -1%
ACA
120
Aptus Capital Advisors
Alabama
$172K +$102K +1,266 +153%
SAM
121
Smartleaf Asset Management
Massachusetts
$168K -$23.9K -296 -13%
HI
122
Harbour Investments
Wisconsin
$166K +$160K +1,978 +5,072%
NA
123
NewEdge Advisors
Louisiana
$159K -$646 -8 -0.4%
BW
124
Basepoint Wealth
Iowa
$137K +$134K +1,658 New
BlackRock
125
BlackRock
New York
$124K