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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.44M
KAS
27
Kestra Advisory Services
Texas
$2.28M -$278K -4,497 -10%
W
28
Wealthquest
Ohio
$2.25M +$2.47M +40,019 New
HighTower Advisors
29
HighTower Advisors
Illinois
$2.24M -$277K -4,485 -10%
OFG
30
OmniStar Financial Group
North Carolina
$2.19M -$132K -2,131 -5%
BAMG
31
Brand Asset Management Group
Missouri
$2.16M -$49.6K -803 -2%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.12M +$112K +1,811 +5%
GRP
33
Global Retirement Partners
California
$1.76M +$494 +8 +0%
TCWA
34
Ten Capital Wealth Advisors
Washington
$1.67M -$168K -2,721 -8%
MFGM
35
Marshall Financial Group (Maryland)
Maryland
$1.6M +$365K +5,904 +26%
FA
36
Flagstar Advisors
New York
$1.59M -$221K -3,577 -11%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.48M +$211K +3,422 +15%
Truist Financial
38
Truist Financial
North Carolina
$1.29M -$23.9K -387 -2%
EH
39
Equitable Holdings
New York
$1.29M +$19K +308 +1%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.27M -$1.52M -24,566 -52%
AWM
41
Apollon Wealth Management
South Carolina
$1.19M
Cerity Partners
42
Cerity Partners
New York
$1.19M
PCM
43
Parsons Capital Management
Rhode Island
$1.12M -$8.65K -140 -0.7%
WIA
44
World Investment Advisors
California
$1.09M +$86.3K +1,398 +9%
CA
45
Cetera Advisors
Colorado
$1.06M -$6.55K -106 -0.6%
EAM
46
Empirical Asset Management
Massachusetts
$989K -$281K -4,545 -21%
WWM
47
Western Wealth Management
Colorado
$975K -$107K -1,725 -9%
RJT
48
Raymond James Trust
Florida
$965K
JWCA
49
J.W. Cole Advisors
Florida
$878K -$50.6K -820 -5%
SAM
50
S.A. Mason
Michigan
$848K +$15K +243 +2%