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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.2M +$1.14M +23,492 +299%
GRP
27
Global Retirement Partners
California
$1.18M +$17.4K +360 +1%
Truist Financial
28
Truist Financial
North Carolina
$1.17M -$93.8K -1,936 -6%
Citigroup
29
Citigroup
New York
$1.08M -$18.6K -384 -1%
GWM
30
Geneos Wealth Management
Colorado
$1.08M -$399K -8,232 -23%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.07M +$161K +3,328 +14%
SA
32
Silversage Advisors
California
$1.04M -$3.44M -71,100 -72%
PCM
33
Parsons Capital Management
Rhode Island
$817K -$21.3K -440 -2%
Jane Street
34
Jane Street
New York
$761K -$565K -11,664 -37%
TC
35
TAP Consulting
Missouri
$723K -$10.7K -220 -1%
CA
36
Cetera Advisors
Colorado
$706K +$48.1K +992 +6%
FAAS
37
First Allied Advisory Services
California
$667K +$49.8K +1,028 +6%
SAM
38
Summit Asset Management
Tennessee
$591K
IWC
39
Integrated Wealth Concepts
Massachusetts
$558K -$43.8K -904 -6%
CFGS
40
Concourse Financial Group Securities
Alabama
$494K +$17.8K +368 +3%
T
41
TrueFG
Texas
$404K +$969 +20 +0.2%
Stifel Financial
42
Stifel Financial
Missouri
$401K -$529K -10,920 -51%
MA
43
Mutual Advisors
Nebraska
$398K +$503K +10,384 New
LCM
44
Liberty Capital Management
Michigan
$391K
SPC
45
Sigma Planning Corp
Michigan
$389K +$56.2K +1,160 +13%
WIA
46
World Investment Advisors
California
$386K +$11.8K +244 +2%
LNC
47
Lincoln National Corp
Pennsylvania
$299K -$57.2K -1,180 -13%
ASN
48
Advisory Services Network
Georgia
$269K -$1.08M -22,196 -76%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$260K +$115K +2,376 +54%
AHC
50
Adell Harriman & Carpenter
Texas
$254K