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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.92M -$649K -12,788 -26%
Truist Financial
27
Truist Financial
North Carolina
$1.71M +$1.65M +32,564 New
AG
28
Advisor Group
Arizona
$1.71M -$76.1K -1,500 -4%
Jane Street
29
Jane Street
New York
$1.65M +$791K +15,580 +98%
GRP
30
Global Retirement Partners
California
$1.59M +$137K +2,692 +10%
ASN
31
Advisory Services Network
Georgia
$1.53M -$1M -19,768 -40%
Citigroup
32
Citigroup
New York
$1.5M -$111K -2,192 -7%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.28M -$29.2K -576 -2%
PCM
34
Parsons Capital Management
Rhode Island
$1.14M
Stifel Financial
35
Stifel Financial
Missouri
$1.12M +$439K +8,644 +68%
TC
36
TAP Consulting
Missouri
$1M -$13.8K -272 -1%
CA
37
Cetera Advisors
Colorado
$910K +$4.87K +96 +0.6%
JWCA
38
J.W. Cole Advisors
Florida
$863K +$836K +16,476 New
FAAS
39
First Allied Advisory Services
California
$861K +$45.3K +892 +6%
NL
40
NWAM LLC
Washington
$858K +$3.45K +68 +0.4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$810K -$79.6K -1,568 -9%
SAM
42
Summit Asset Management
Tennessee
$808K
AWM
43
AE Wealth Management
Kansas
$747K -$1.03M -20,372 -59%
SS
44
Simplicity Solutions
Minnesota
$671K -$1.11M -21,824 -63%
CFGS
45
Concourse Financial Group Securities
Alabama
$657K +$440K +8,680 +225%
T
46
TrueFG
Texas
$552K +$535K +10,544 New
LCM
47
Liberty Capital Management
Michigan
$534K
WIA
48
World Investment Advisors
California
$515K +$5.28K +104 +1%
SPC
49
Sigma Planning Corp
Michigan
$471K -$1.01K -20 -0.2%
LNC
50
Lincoln National Corp
Pennsylvania
$471K +$24.4K +480 +6%