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iShares Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
151
Allworth Financial
California
$22.7K – – –
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$22.2K – – –
TCM
153
TD Capital Management
Tennessee
$17.4K +$86 +1 +0.5%
CBT
154
Crews Bank & Trust
Florida
$17.4K -$8.6K -100 -33%
Bogart Wealth LLC
155
Bogart Wealth LLC
Virginia
$15.1K -$24.7K -287 -62%
AI
156
Atomic Invest
New York
$15.1K +$5.59K +65 +56%
CFD
157
Creative Financial Designs
Indiana
$13.3K – – –
AF
158
Advisornet Financial
Minnesota
$13.1K – – –
SL
159
Salomon & Ludwin
Virginia
$13K -$688 -8 -5%
GFA
160
Godfrey Financial Associates
New York
$10.7K -$24.8K -288 -70%
AIC
161
Archer Investment Corporation
Indiana
$7.88K – – –
GG
162
Gleason Group
Kentucky
$7.84K -$15.2K -177 -66%
OL
163
one8zero8 LLC
North Carolina
$6.87K +$4.3K +50 +161%
GFA
164
Gladwyn Financial Advisors
Virginia
$6.35K +$172 +2 +3%
Ancora Advisors
165
Ancora Advisors
Ohio
$5.6K – – –
PB
166
Pinnacle Bancorp
Nebraska
$4.83K – – –
SIS
167
Sound Income Strategies
Florida
$4.59K – – –
WP
168
WealthShield Partners
North Carolina
$3.11K – – –
Ameritas Investment Partners
169
Ameritas Investment Partners
Nebraska
$2.97K -$6.88K -80 -70%
NWS
170
Nvest Wealth Strategies
Ohio
$2.97K – – –
SEP
171
Signature Equity Partners
Ohio
$2.04K – – –
CPG
172
Cornerstone Planning Group
New Jersey
$1.33K – – –
RFS
173
Richardson Financial Services
Massachusetts
$763 +$774 +9 New
Huntington National Bank
174
Huntington National Bank
Ohio
$85 – – –
RTL
175
Red Tortoise LLC
Georgia
$31 -$86 -1 Closed