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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.98M +$1.61M +24,189 +120%
Goldman Sachs
27
Goldman Sachs
New York
$2.92M
OFG
28
OmniStar Financial Group
North Carolina
$2.76M +$2.72M +40,954 New
BPA
29
Beacon Pointe Advisors
California
$2.66M +$2.63M +39,546 New
BAMG
30
Brand Asset Management Group
Missouri
$2.64M -$238K -3,575 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.4M +$648K +9,734 +37%
TCWA
32
Ten Capital Wealth Advisors
Washington
$2.17M -$64.5K -970 -3%
FA
33
Flagstar Advisors
New York
$2.15M -$11.2K -169 -0.5%
GRP
34
Global Retirement Partners
California
$1.86M +$2.08M +31,254 New
Truist Financial
35
Truist Financial
North Carolina
$1.57M +$116K +1,743 +8%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.54M +$172K +2,591 +13%
EH
37
Equitable Holdings
New York
$1.52M +$22.8K +343 +2%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$1.52M +$344K +5,170 +30%
EAM
39
Empirical Asset Management
Massachusetts
$1.49M +$272K +4,093 +23%
AWM
40
Apollon Wealth Management
South Carolina
$1.43M -$128K -1,920 -8%
Cerity Partners
41
Cerity Partners
New York
$1.42M
PCM
42
Parsons Capital Management
Rhode Island
$1.35M -$20.8K -312 -2%
CA
43
Cetera Advisors
Colorado
$1.28M +$200 +3 +0%
WWM
44
Western Wealth Management
Colorado
$1.27M +$577K +8,673 +85%
SOS
45
Silver Oak Securities
Tennessee
$1.25M +$1.25M +18,833 New
RJT
46
Raymond James Trust
Florida
$1.15M
JWCA
47
J.W. Cole Advisors
Florida
$1.1M -$5.32K -80 -0.5%
WIA
48
World Investment Advisors
California
$1.09M +$31.1K +468 +3%
SAM
49
S.A. Mason
Michigan
$997K +$30.1K +452 +3%
NL
50
NWAM LLC
Washington
$895K -$5.66K -85 -0.6%