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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.46M -$328K -5,341 -12%
GA
27
Goldstein Advisors
Wisconsin
$2.41M -$13.2K -215 -0.5%
Corient Private Wealth
28
Corient Private Wealth
Florida
$2.35M -$142K -2,320 -6%
BAMG
29
Brand Asset Management Group
Missouri
$2.33M +$8.04K +131 +0.3%
CFGS
30
Concourse Financial Group Securities
Alabama
$2.27M +$1.54M +25,108 +203%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.22M
MML Investors Services
32
MML Investors Services
Massachusetts
$2.17M -$125K -2,029 -5%
MMA
33
Miracle Mile Advisors
California
$2.15M -$484K -7,892 -18%
MFGM
34
Marshall Financial Group (Maryland)
Maryland
$1.94M +$8.84K +144 +0.5%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.92M -$81.6K -1,329 -4%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$1.81M
FA
37
Flagstar Advisors
New York
$1.68M -$24.9K -406 -1%
TCWA
38
Ten Capital Wealth Advisors
Washington
$1.48M -$114K -1,859 -7%
EH
39
Equitable Holdings
New York
$1.44M -$11.5K -187 -0.8%
GRP
40
Global Retirement Partners
California
$1.4M -$148K -2,408 -9%
MFG
41
Merit Financial Group
Georgia
$1.36M +$737 +12 +0.1%
Cerity Partners
42
Cerity Partners
New York
$1.29M +$2.7K +44 +0.2%
CA
43
Cetera Advisors
Colorado
$1.29M +$68.4K +1,114 +6%
AWM
44
Apollon Wealth Management
South Carolina
$1.24M
PCM
45
Parsons Capital Management
Rhode Island
$1.19M
WIA
46
World Investment Advisors
California
$1.11M +$32.8K +534 +3%
Truist Financial
47
Truist Financial
North Carolina
$1.09M -$260K -4,234 -19%
PGWM
48
Pitti Group Wealth Management
New York
$1.08M +$3.56K +58 +0.3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$964K -$593K -9,660 -38%
JWCA
50
J.W. Cole Advisors
Florida
$899K -$16.9K -275 -2%