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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$3.13K +$1.89K +24 +160%
WP
152
WealthShield Partners
North Carolina
$2.92K – – –
ASN
153
Advisory Services Network
Georgia
$2.65K +$2.59K +33 New
ICM
154
Islay Capital Management
Texas
$2.41K – – –
LFG
155
Larson Financial Group
Missouri
$1.29K +$1.26K +16 New
CPG
156
Cornerstone Planning Group
New Jersey
$1.19K – – –
RTL
157
Red Tortoise LLC
Georgia
$140 – – –
HNB
158
Huntington National Bank
Ohio
$80 – – –
JCIA
159
Jackson Creek Investment Advisors
Colorado
– -$719K -9,460 Closed
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
– -$581K -7,643 Closed
CIA
161
Cape Investment Advisory
Georgia
– -$324K -4,258 Closed
TIAA Trust, National Association
162
TIAA Trust, National Association
North Carolina
– -$235K -3,098 Closed
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$107K -1,404 Closed
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$91.8K -1,208 Closed
AAS
165
Ameritas Advisory Services
Nebraska
– -$58.4K -768 Closed
AG
166
AmeriFlex Group
Nevada
– -$31.5K -417 Closed
SVCP
167
Silicon Valley Capital Partners
California
– -$13.7K -180 Closed
SPIA
168
Steward Partners Investment Advisory
New York
– -$988 -13 Closed