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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$29.8K -$216K -2,869 -88%
Huntington National Bank
127
Huntington National Bank
Ohio
$27.8K – – –
CBT
128
Crews Bank & Trust
Florida
$22.6K – – –
MCF Advisors
129
MCF Advisors
Kentucky
$22.3K – – –
NS
130
NBC Securities
Alabama
$22K +$22.6K +300 New
GG
131
Gleason Group
Kentucky
$19.6K +$75 +1 +0.4%
EWP
132
Elevation Wealth Partners
California
$18.7K +$75 +1 +0.4%
TCM
133
TD Capital Management
Tennessee
$14.9K +$75 +1 +0.5%
AAG
134
Armstrong Advisory Group
Massachusetts
$14.7K – – –
SL
135
Salomon & Ludwin
Virginia
$12K – – –
AEPWM
136
Atlantic Edge Private Wealth Management
Florida
$11.9K +$12K +160 New
AF
137
Advisornet Financial
Minnesota
$11.5K – – –
CFD
138
Creative Financial Designs
Indiana
$11.4K +$75 +1 +0.7%
Ameritas Investment Partners
139
Ameritas Investment Partners
Nebraska
$8.53K -$6.4K -85 -43%
AIC
140
Archer Investment Corporation
Indiana
$6.16K – – –
FWP
141
FAS Wealth Partners
Kansas
$6.04K +$6.1K +81 New
Russell Investments Group
142
Russell Investments Group
United Kingdom
$5.24K +$75 +1 +1%
Ancora Advisors
143
Ancora Advisors
Ohio
$4.9K – – –
SIS
144
Sound Income Strategies
Florida
$4.01K – – –
ICM
145
Islay Capital Management
Texas
$2.23K – – –
Harbour Investments
146
Harbour Investments
Wisconsin
$1.11K -$192K -2,552 -99%
Steward Partners Investment Advisory
147
Steward Partners Investment Advisory
New York
$964 – – –
AE Wealth Management
148
AE Wealth Management
Kansas
$223 – – –
RTL
149
Red Tortoise LLC
Georgia
$128 -$5.34K -71 -97%
JWCA
150
J.W. Cole Advisors
Florida
– -$402K -5,409 Closed