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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Smartleaf Asset Management
126
Smartleaf Asset Management
Massachusetts
$195K – – –
Global Retirement Partners
127
Global Retirement Partners
California
$175K +$171K +1,916 New
BW
128
Basepoint Wealth
Iowa
$152K – – –
BlackRock
129
BlackRock
New York
$137K – – –
Chilton Capital Management
130
Chilton Capital Management
Texas
$82.2K -$28.9K -325 -27%
Aptus Capital Advisors
131
Aptus Capital Advisors
Alabama
$75.4K – – –
Ashton Thomas Private Wealth
132
Ashton Thomas Private Wealth
Arizona
$73.5K – – –
PTC
133
Private Trust Company
Ohio
$69.6K +$1.07K +12 +2%
AssetMark Inc
134
AssetMark Inc
California
$66.2K +$178 +2 +0.3%
Arax Advisory Partners
135
Arax Advisory Partners
Colorado
$62.5K +$60.9K +684 New
BDPWM
136
Barnes Dennig Private Wealth Management
Ohio
$60K +$30.6K +344 +110%
OA
137
Operose Advisors
Wisconsin
$58.7K – – –
AWM
138
Aberdeen Wealth Management
Illinois
$54.8K +$53.4K +600 New
O'Shaughnessy Asset Management
139
O'Shaughnessy Asset Management
Connecticut
$54K -$182K -2,044 -78%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$52.6K +$89 +1 +0.2%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$47K +$267 +3 +0.6%
GF
142
GGM Financials
Ohio
$46.4K +$178 +2 +0.4%
HM Payson & Co
143
HM Payson & Co
Maine
$45.7K – – –
Russell Investments Group
144
Russell Investments Group
United Kingdom
$30.3K -$1.78K -20 -6%
SFS
145
Sunrise Financial Services
Washington
$30.2K – – –
MCF Advisors
146
MCF Advisors
Kentucky
$27.4K – – –
NS
147
NBC Securities
Alabama
$27.4K – – –
Allworth Financial
148
Allworth Financial
California
$24.5K – – –
NEWAS
149
N.E.W. Advisory Services
Wisconsin
$24K – – –
Hantz Financial Services
150
Hantz Financial Services
Michigan
$20K +$19K +214 New