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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$195K
GRP
127
Global Retirement Partners
California
$175K +$171K +1,916 New
BW
128
Basepoint Wealth
Iowa
$152K
BlackRock
129
BlackRock
New York
$137K
CCM
130
Chilton Capital Management
Texas
$82.2K -$28.9K -325 -27%
ACA
131
Aptus Capital Advisors
Alabama
$75.4K
ATPW
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%
AAP
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
OSAM
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%
GF
141
GGM Financials
Ohio
$46.4K +$178 +2 +0.4%
HPC
142
HM Payson & Co
Maine
$45.7K
Russell Investments Group
143
Russell Investments Group
United Kingdom
$30.3K -$1.78K -20 -6%
SFS
144
Sunrise Financial Services
Washington
$30.2K
MA
145
MCF Advisors
Kentucky
$27.4K
NS
146
NBC Securities
Alabama
$27.4K
AF
147
Allworth Financial
California
$24.5K
NEWAS
148
N.E.W. Advisory Services
Wisconsin
$24K
HFS
149
Hantz Financial Services
Michigan
$20K +$19K +214 New
TCM
150
TD Capital Management
Tennessee
$18.8K +$89 +1 +0.5%