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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oakworth Capital
Alabama
$291K – – –
NIWA
102
New Insight Wealth Advisors
California
$288K – – –
US Bancorp
103
US Bancorp
Minnesota
$277K -$37.9K -440 -12%
CFA
104
Cahill Financial Advisors
Minnesota
$264K +$430 +5 +0.2%
Jane Street
105
Jane Street
New York
$259K +$263K +3,057 New
TCA
106
Transcend Capital Advisors
New Jersey
$252K +$14.5K +168 +6%
BFG
107
Bouchey Financial Group
New York
$245K – – –
MKA
108
M. Kulyk & Associates
Georgia
$244K +$247K +2,876 New
BFG
109
Beacon Financial Group
Texas
$242K +$344 +4 +0.1%
LC
110
Lawood & Co
Pennsylvania
$241K – – –
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$236K +$240K +2,789 New
Cresset Asset Management
112
Cresset Asset Management
Illinois
$233K – – –
Stratos Wealth Partners
113
Stratos Wealth Partners
Ohio
$230K – – –
Silvercrest Asset Management
114
Silvercrest Asset Management
New York
$229K – – –
OCA
115
Odyssey Capital Advisors
Pennsylvania
$224K – – –
O'Shaughnessy Asset Management
116
O'Shaughnessy Asset Management
Connecticut
$223K – – –
PFA
117
Portland Financial Advisors
New York
$220K – – –
RWM
118
Revisor Wealth Management
Ohio
$214K -$8.69K -101 -4%
5W
119
5T Wealth
California
$214K – – –
&Partners
120
&Partners
Tennessee
$210K +$213K +2,477 New
Independent Advisor Alliance
121
Independent Advisor Alliance
North Carolina
$204K +$207K +2,411 New
Harbour Investments
122
Harbour Investments
Wisconsin
$190K +$19.6K +228 +11%
Smartleaf Asset Management
123
Smartleaf Asset Management
Massachusetts
$177K +$8K +93 +5%
CIR
124
Clear Investment Research
Georgia
$173K +$175K +2,035 New
NewEdge Advisors
125
NewEdge Advisors
Louisiana
$164K +$344 +4 +0.2%