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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.91M +$78.5K +860 +1%
Stifel Financial
27
Stifel Financial
Missouri
$7.1M +$79.9K +875 +1%
CIC
28
Carnegie Investment Counsel
Ohio
$6.62M +$753K +8,239 +14%
PFG
29
Pacific Financial Group
Washington
$6.35M -$83.8K -918 -1%
YWS
30
Yarger Wealth Strategies
Ohio
$6.3M -$21.2K -232 -0.4%
BFC
31
Bedel Financial Consulting
Indiana
$6.15M +$371K +4,062 +7%
GIA
32
Gladstone Institutional Advisory
Florida
$5.81M -$301K -3,295 -5%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$5.37M +$340K +3,726 +7%
SF
34
Summit Financial
New Jersey
$5.19M +$403K +4,414 +9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.23M -$46.7K -511 -1%
EH
36
Equitable Holdings
New York
$4.01M +$46.6K +510 +1%
GA
37
Goldstein Advisors
Wisconsin
$3.71M +$58.5K +640 +2%
BAMG
38
Brand Asset Management Group
Missouri
$3.38M -$66.8K -731 -2%
UAG
39
United Advisor Group
Ohio
$3.12M +$143K +1,567 +5%
Jane Street
40
Jane Street
New York
$2.94M +$2.49M +27,304 +881%
SFS
41
Sowell Financial Services
Arkansas
$2.93M -$519K -5,685 -16%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.91M +$197K +2,155 +8%
MFG
43
Merit Financial Group
Georgia
$2.82M +$127K +1,387 +5%
Truist Financial
44
Truist Financial
North Carolina
$2.59M -$30.9K -338 -1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$2.54M +$635K +6,955 +36%
AIP
46
Ameritas Investment Partners
Nebraska
$2.48M +$1.11M +12,204 +91%
Cerity Partners
47
Cerity Partners
New York
$2.29M -$111K -1,214 -5%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.18M -$13.8K -151 -0.7%
HI
49
Harbour Investments
Wisconsin
$2.08M +$1.57M +17,144 +394%
PGWM
50
Pitti Group Wealth Management
New York
$1.73M +$18.4K +202 +1%