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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atomic Invest
New York
$9.63K +$9.37K +116 New
Ameritas Investment Partners
152
Ameritas Investment Partners
Nebraska
$9.47K – – –
AIC
153
Archer Investment Corporation
Indiana
$7.66K -$5.82K -72 -44%
GFA
154
Gladwyn Financial Advisors
Virginia
$5.97K +$81 +1 +1%
Ancora Advisors
155
Ancora Advisors
Ohio
$5.43K – – –
Huntington National Bank
156
Huntington National Bank
Ohio
$5.19K – – –
PB
157
Pinnacle Bancorp
Nebraska
$4.69K -$889 -11 -16%
SIS
158
Sound Income Strategies
Florida
$4.61K – – –
WP
159
WealthShield Partners
North Carolina
$3.02K +$81 +1 +3%
NWS
160
Nvest Wealth Strategies
Ohio
$2.88K +$2.83K +35 New
OL
161
one8zero8 LLC
North Carolina
$2.55K +$2.5K +31 New
ICM
162
Islay Capital Management
Texas
$2.47K – – –
SEP
163
Signature Equity Partners
Ohio
$1.98K +$1.94K +24 New
CPG
164
Cornerstone Planning Group
New Jersey
$1.28K – – –
SWP
165
Strategic Wealth Partners
Ohio
$249 +$242 +3 New
RTL
166
Red Tortoise LLC
Georgia
$113 -$81 -1 -50%
Park Avenue Securities
167
Park Avenue Securities
New York
– -$1.15M -14,248 Closed
Jane Street
168
Jane Street
New York
– -$664K -8,268 Closed
JWCA
169
J.W. Cole Advisors
Florida
– -$454K -5,647 Closed
Savant Capital
170
Savant Capital
Illinois
– -$388K -4,830 Closed
TIA
171
Trust Investment Advisors
Indiana
– -$225K -2,799 Closed
Western Wealth Management
172
Western Wealth Management
Colorado
– -$210K -2,608 Closed
CIR
173
Clear Investment Research
Georgia
– -$167K -2,074 Closed
William Blair & Company
174
William Blair & Company
Illinois
– -$156K -1,944 Closed
Wealthspire Advisors (New York)
175
Wealthspire Advisors (New York)
New York
– -$78.9K -982 Closed