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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
151
Crews Bank & Trust
Florida
$18.7K
BWL
152
Bogart Wealth LLC
Virginia
$16.4K
CFD
153
Creative Financial Designs
Indiana
$14.4K +$89 +1 +0.6%
AF
154
Advisornet Financial
Minnesota
$14.2K
SL
155
Salomon & Ludwin
Virginia
$14.1K
GFA
156
Godfrey Financial Associates
New York
$11.5K
AIC
157
Archer Investment Corporation
Indiana
$8.5K
OL
158
one8zero8 LLC
North Carolina
$7.4K
PB
159
Pinnacle Bancorp
Nebraska
$7.4K +$2.14K +24 +42%
GFA
160
Gladwyn Financial Advisors
Virginia
$6.87K
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$3.71K +$3.56K +40 New
WP
162
WealthShield Partners
North Carolina
$3.35K
NWS
163
Nvest Wealth Strategies
Ohio
$3.2K
AIP
164
Ameritas Investment Partners
Nebraska
$3.2K
RFS
165
Richardson Financial Services
Massachusetts
$2.47K +$1.6K +18 +200%
CA
166
Continuum Advisory
Idaho
$2.28K +$2.23K +25 New
SEP
167
Signature Equity Partners
Ohio
$2.19K
CPG
168
Cornerstone Planning Group
New Jersey
$1.41K
HNB
169
Huntington National Bank
Ohio
$91
AWM
170
Avior Wealth Management
Nebraska
-$4.51M -53,240 Closed
VCM
171
Vivaldi Capital Management
Illinois
-$2.3M -27,109 Closed
PAG
172
Private Advisor Group
New Jersey
-$429K -5,059 Closed
KPWS
173
Kestra Private Wealth Services
Texas
-$308K -3,630 Closed
BCA
174
Bay Colony Advisors
Massachusetts
-$298K -3,516 Closed
MKA
175
M. Kulyk & Associates
Georgia
-$244K -2,876 Closed