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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
151
TD Capital Management
Tennessee
$18.8K +$89 +1 +0.5%
CBT
152
Crews Bank & Trust
Florida
$18.7K – – –
AI
153
Atomic Invest
New York
$16.5K -$89 -1 -0.6%
BWL
154
Bogart Wealth LLC
Virginia
$16.4K – – –
CFD
155
Creative Financial Designs
Indiana
$14.4K +$89 +1 +0.6%
AF
156
Advisornet Financial
Minnesota
$14.2K – – –
SL
157
Salomon & Ludwin
Virginia
$14.1K – – –
GFA
158
Godfrey Financial Associates
New York
$11.5K – – –
AIC
159
Archer Investment Corporation
Indiana
$8.5K – – –
OL
160
one8zero8 LLC
North Carolina
$7.4K – – –
PB
161
Pinnacle Bancorp
Nebraska
$7.4K +$2.14K +24 +42%
GFA
162
Gladwyn Financial Advisors
Virginia
$6.87K – – –
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$3.71K +$3.56K +40 New
WP
164
WealthShield Partners
North Carolina
$3.35K – – –
NWS
165
Nvest Wealth Strategies
Ohio
$3.2K – – –
AIP
166
Ameritas Investment Partners
Nebraska
$3.2K – – –
RFS
167
Richardson Financial Services
Massachusetts
$2.47K +$1.6K +18 +200%
CA
168
Continuum Advisory
Idaho
$2.28K +$2.23K +25 New
SEP
169
Signature Equity Partners
Ohio
$2.19K – – –
CPG
170
Cornerstone Planning Group
New Jersey
$1.41K – – –
HNB
171
Huntington National Bank
Ohio
$91 – – –
AWM
172
Avior Wealth Management
Nebraska
– -$4.51M -53,240 Closed
VCM
173
Vivaldi Capital Management
Illinois
– -$2.3M -27,109 Closed
PAG
174
Private Advisor Group
New Jersey
– -$429K -5,059 Closed
KPWS
175
Kestra Private Wealth Services
Texas
– -$308K -3,630 Closed